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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 | $4,887 | $102,938-95.3% | $94,105-94.8% | $138,895-96.5% |
| Participation rate | 42.9% | 74.6%-31.8pp | 71.9%-29.1pp | 79.9%-37.1pp |
| Annual return | 8.72% | 250.28%-241.6pp | 204.55%-195.8pp | 145.39%-136.7pp |
| Employer contribution / active EE | $673 | $2,732-75.3% | $2,504-73.1% | $4,194-83.9% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,142 | $6,600-67.5% | $6,199-65.5% | $12,562-83.0% |