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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 | $2,456 | $29,733-91.7% | $56,025-95.6% | $80,959-97.0% |
| Participation rate | 45.5% | 41.7%+3.7pp | 52.5%-7.1pp | 67.7%-22.2pp |
| Annual return | 9.85% | 35.28%-25.4pp | 1712.69%-1702.8pp | 35.67%-25.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $344 | $1,229-72.0% | $1,955-82.4% | $4,300-92.0% |
| Admin fee / account holder | $689 | $2,434-71.7% | $2,828-75.6% | $6,925-90.1% |