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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 | $11,108 | $29,736-62.6% | $56,033-80.2% | $80,935-86.3% |
| Participation rate | 12.5% | 41.7%-29.2pp | 52.5%-40.0pp | 67.7%-55.2pp |
| Annual return | 2.03% | 35.28%-33.2pp | 1711.38%-1709.3pp | 35.66%-33.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $415 | $1,228-66.2% | $1,954-78.8% | $4,299-90.3% |
| Admin fee / account holder | $1,816 | $2,434-25.4% | $2,827-35.8% | $6,924-73.8% |