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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 | $10,586 | $28,624-63.0% | $53,647-80.3% | $82,637-87.2% |
| Participation rate | 13.2% | 47.3%-34.1pp | 56.3%-43.1pp | 68.1%-54.9pp |
| Annual return | 5.49% | 664.98%-659.5pp | 358.33%-352.8pp | 53.51%-48.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $403 | $1,196-66.3% | $1,813-77.8% | $4,126-90.2% |
| Admin fee / account holder | $22,990 | $2,022+1037.2% | $2,460+834.6% | $7,339+213.3% |