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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 | $10,414 | $29,667-64.9% | $56,441-81.5% | $80,874-87.1% |
| Participation rate | 27.3% | 41.7%-14.4pp | 52.5%-25.2pp | 67.6%-40.4pp |
| Annual return | -0.55% | 35.22%-35.8pp | 1704.21%-1704.8pp | 35.62%-36.2pp |
| Employer contribution / active EE | $254 | $669-62.0% | $1,039-75.5% | $2,756-90.8% |
| Participant deferral / active EE | $290 | $1,227-76.3% | $1,953-85.1% | $4,297-93.2% |
| Admin fee / account holder | $556 | $2,429-77.1% | $2,829-80.3% | $6,935-92.0% |