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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 | $29,670-67.1% | $56,054-82.6% | $80,911-87.9% |
| Participation rate | 3.2% | 41.7%-38.4pp | 52.5%-49.3pp | 67.6%-64.4pp |
| Annual return | 9.71% | 35.24%-25.5pp | 1705.95%-1696.2pp | 35.63%-25.9pp |
| Employer contribution / active EE | $275 | $670-58.9% | $1,039-73.5% | $2,756-90.0% |
| Participant deferral / active EE | $632 | $1,227-48.5% | $1,952-67.6% | $4,297-85.3% |
| Admin fee / account holder | $346,487 | $2,431+14153.9% | $2,822+12176.1% | $6,935+4896.5% |