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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,304 | $29,736-92.3% | $56,033-95.9% | $80,935-97.2% |
| Participation rate | 12.7% | 41.7%-29.0pp | 52.5%-39.8pp | 67.7%-54.9pp |
| Annual return | 8.87% | 35.28%-26.4pp | 1711.38%-1702.5pp | 35.66%-26.8pp |
| Employer contribution / active EE | $376 | $671-44.0% | $1,041-63.9% | $2,757-86.4% |
| Participant deferral / active EE | $561 | $1,228-54.4% | $1,954-71.3% | $4,299-87.0% |
| Admin fee / account holder | $478 | $2,434-80.3% | $2,827-83.1% | $6,924-93.1% |