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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 | $12,548 | $29,733-57.8% | $56,025-77.6% | $80,959-84.5% |
| Participation rate | 10.1% | 41.7%-31.6pp | 52.5%-42.4pp | 67.7%-57.5pp |
| Annual return | 9.10% | 35.28%-26.2pp | 1712.69%-1703.6pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $673 | $1,229-45.2% | $1,955-65.6% | $4,300-84.3% |
| Admin fee / account holder | $4,351 | $2,434+78.8% | $2,828+53.8% | $6,925-37.2% |