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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 | $9,761 | $29,736-67.2% | $56,033-82.6% | $80,935-87.9% |
| Participation rate | 3.2% | 41.7%-38.5pp | 52.5%-49.3pp | 67.7%-64.4pp |
| Annual return | 9.71% | 35.28%-25.6pp | 1711.38%-1701.7pp | 35.66%-25.9pp |
| Employer contribution / active EE | $275 | $671-59.0% | $1,041-73.6% | $2,757-90.0% |
| Participant deferral / active EE | $632 | $1,228-48.5% | $1,954-67.6% | $4,299-85.3% |
| Admin fee / account holder | $346,487 | $2,434+14137.5% | $2,827+12156.1% | $6,924+4903.9% |