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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 | $15,578 | $48,327-67.8% | $67,575-76.9% | $80,935-80.8% |
| Participation rate | 55.9% | 66.4%-10.5pp | 72.9%-17.0pp | 67.7%-11.7pp |
| Annual return | 8.68% | 18.31%-9.6pp | 3528.98%-3520.3pp | 35.66%-27.0pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $945 | $2,927-67.7% | $4,003-76.4% | $4,299-78.0% |
| Admin fee / account holder | $412 | $3,692-88.8% | $3,993-89.7% | $6,924-94.0% |