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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 | $1,646 | $67,823-97.6% | $52,425-96.9% | $137,256-98.8% |
| Participation rate | 5.9% | 63.9%-58.0pp | 55.6%-49.7pp | 80.0%-74.1pp |
| Annual return | 4.47% | 219.11%-214.6pp | 302.12%-297.6pp | 220.34%-215.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $309 | $2,288-86.5% | $1,790-82.7% | $6,407-95.2% |
| Admin fee / account holder | $9,714 | $2,844+241.5% | $2,495+289.4% | $12,270-20.8% |