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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 | $12,183 | $30,421-60.0% | $56,077-78.3% | $74,429-83.6% |
| Participation rate | 8.7% | 32.9%-24.2pp | 52.5%-43.8pp | 67.2%-58.6pp |
| Annual return | 10.19% | 24.94%-14.7pp | 1709.28%-1699.1pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $583 | $1,175-50.4% | $1,954-70.2% | $4,348-86.6% |
| Admin fee / account holder | $5,827 | $2,363+146.6% | $2,825+106.3% | $1,944+199.7% |