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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 | $29,716-65.5% | $56,077-81.7% | $80,925-87.3% |
| Participation rate | 5.3% | 41.7%-36.4pp | 52.5%-47.2pp | 67.7%-62.4pp |
| Annual return | 9.40% | 35.30%-25.9pp | 1709.28%-1699.9pp | 35.65%-26.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $460 | $1,228-62.6% | $1,954-76.5% | $4,299-89.3% |
| Admin fee / account holder | $5,216 | $2,432+114.5% | $2,825+84.6% | $6,940-24.8% |