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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 | $15,638 | $29,733-47.4% | $56,025-72.1% | $80,959-80.7% |
| Participation rate | 13.3% | 41.7%-28.4pp | 52.5%-39.2pp | 67.7%-54.3pp |
| Annual return | 8.31% | 35.28%-27.0pp | 1712.69%-1704.4pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $346 | $1,229-71.8% | $1,955-82.3% | $4,300-91.9% |
| Admin fee / account holder | $539 | $2,434-77.9% | $2,828-80.9% | $6,925-92.2% |