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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 | $29,733-65.5% | $56,025-81.7% | $80,959-87.3% |
| Participation rate | 5.3% | 41.7%-36.5pp | 52.5%-47.2pp | 67.7%-62.4pp |
| Annual return | 9.40% | 35.28%-25.9pp | 1712.69%-1703.3pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $460 | $1,229-62.6% | $1,955-76.5% | $4,300-89.3% |
| Admin fee / account holder | $5,216 | $2,434+114.3% | $2,828+84.4% | $6,925-24.7% |