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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 | $2,294 | $29,670-92.3% | $56,054-95.9% | $80,911-97.2% |
| Participation rate | 12.7% | 41.7%-28.9pp | 52.5%-39.8pp | 67.6%-54.9pp |
| Annual return | 9.14% | 35.24%-26.1pp | 1705.95%-1696.8pp | 35.63%-26.5pp |
| Employer contribution / active EE | $372 | $670-44.5% | $1,039-64.2% | $2,756-86.5% |
| Participant deferral / active EE | $561 | $1,227-54.3% | $1,952-71.3% | $4,297-87.0% |
| Admin fee / account holder | $478 | $2,431-80.3% | $2,822-83.1% | $6,935-93.1% |