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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 | $4,061 | $70,366-94.2% | $66,674-93.9% | $138,895-97.1% |
| Participation rate | 54.5% | 76.2%-21.6pp | 73.7%-19.1pp | 79.9%-25.4pp |
| Annual return | 0.94% | 386.41%-385.5pp | 321.24%-320.3pp | 145.39%-144.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,847 | $4,374-34.9% | $4,084-30.3% | $6,396-55.5% |
| Admin fee / account holder | $5,297 | $5,262+0.6% | $5,098+3.9% | $12,562-57.8% |