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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 | $10,254 | $29,667-65.4% | $56,441-81.8% | $80,874-87.3% |
| Participation rate | 5.3% | 41.7%-36.4pp | 52.5%-47.2pp | 67.6%-62.4pp |
| Annual return | 9.40% | 35.22%-25.8pp | 1704.21%-1694.8pp | 35.62%-26.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $460 | $1,227-62.5% | $1,953-76.5% | $4,297-89.3% |
| Admin fee / account holder | $5,216 | $2,429+114.7% | $2,829+84.4% | $6,935-24.8% |