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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 | $34,496 | $36,948-6.6% | $73,658-53.2% | $87,485-60.6% |
| Participation rate | 0.0% | 46.8%-46.8pp | 57.0%-57.0pp | 68.9%-68.9pp |
| Annual return | 12.98% | 28.64%-15.7pp | 29.72%-16.7pp | 26.06%-13.1pp |
| Employer contribution / active EE | $646 | $670-3.6% | $1,032-37.5% | $2,596-75.1% |
| Participant deferral / active EE | $1,312 | $1,379-4.9% | $2,062-36.4% | $4,274-69.3% |
| Admin fee / account holder | $11,171 | $2,531+341.4% | $3,357+232.8% | $7,775+43.7% |