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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 | $29,319-63.9% | $52,425-79.8% | $82,448-87.2% |
| Participation rate | 13.2% | 46.9%-33.7pp | 55.6%-42.5pp | 68.1%-54.9pp |
| Annual return | 5.49% | 535.20%-529.7pp | 302.12%-296.6pp | 41.64%-36.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $403 | $1,171-65.6% | $1,790-77.5% | $4,139-90.3% |
| Admin fee / account holder | $22,990 | $1,962+1071.7% | $2,495+821.5% | $7,234+217.8% |