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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 | $11,924 | $113,174-89.5% | - | $145,897-91.8% |
| Participation rate | 66.7% | 68.8%-2.1pp | - | 80.3%-13.6pp |
| Annual return | 5.25% | 21.70%-16.5pp | - | 552.29%-547.0pp |
| Employer contribution / active EE | $0 | $5,760-100.0% | - | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,566-100.0% | - | $6,689-100.0% |
| Admin fee / account holder | $798 | $6,302-87.3% | - | $13,390-94.0% |