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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 | $9,194 | $29,716-69.1% | $56,077-83.6% | $80,925-88.6% |
| Participation rate | 47.5% | 41.7%+5.8pp | 52.5%-5.0pp | 67.7%-20.2pp |
| Annual return | 7.34% | 35.30%-28.0pp | 1709.28%-1701.9pp | 35.65%-28.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,097 | $1,228-10.7% | $1,954-43.8% | $4,299-74.5% |
| Admin fee / account holder | $10,058 | $2,432+313.6% | $2,825+256.1% | $6,940+44.9% |