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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 | $37,156-7.2% | $83,854-58.9% | $86,983-60.3% |
| Participation rate | 0.0% | 49.1%-49.1pp | 59.1%-59.1pp | 69.5%-69.5pp |
| Annual return | 12.98% | 29.88%-16.9pp | 31.39%-18.4pp | 25.83%-12.9pp |
| Employer contribution / active EE | $646 | $661-2.3% | $1,017-36.5% | $2,584-75.0% |
| Participant deferral / active EE | $1,312 | $1,418-7.5% | $2,035-35.5% | $4,194-68.7% |
| Admin fee / account holder | $11,171 | $2,510+345.1% | $3,197+249.5% | $7,856+42.2% |