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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 | $10,867 | $32,037-66.1% | $69,182-84.3% | $62,881-82.7% |
| Participation rate | 9.6% | 43.4%-33.8pp | 55.1%-45.5pp | 69.3%-59.7pp |
| Annual return | 0.05% | 15.16%-15.1pp | -21.93%+22.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $391 | $1,185-67.0% | $1,897-79.4% | $3,203-87.8% |
| Admin fee / account holder | $5,525 | $2,608+111.8% | $2,697+104.9% | $4,296+28.6% |