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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 | $2,547 | $27,924-90.9% | $58,544-95.6% | $75,181-96.6% |
| Participation rate | 6.9% | 38.8%-31.9pp | 50.9%-44.0pp | 67.2%-60.3pp |
| Annual return | 5.27% | 44.20%-38.9pp | 4249.56%-4244.3pp | 160.69%-155.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $249 | $1,202-79.3% | $1,923-87.1% | $4,126-94.0% |
| Admin fee / account holder | $1,793 | $1,726+3.8% | $2,520-28.9% | $5,650-68.3% |