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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 | $8,769 | $67,823-87.1% | $52,425-83.3% | $137,256-93.6% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 5.58% | 219.11%-213.5pp | 302.12%-296.5pp | 220.34%-214.8pp |
| Employer contribution / active EE | $126 | $1,163-89.1% | $914-86.2% | $4,156-97.0% |
| Participant deferral / active EE | $615 | $2,288-73.1% | $1,790-65.6% | $6,407-90.4% |
| Admin fee / account holder | $9,307 | $2,844+227.2% | $2,495+273.0% | $12,270-24.2% |