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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 | $9,886 | $29,051-66.0% | $52,425-81.1% | $67,986-85.5% |
| Participation rate | 1.7% | 30.4%-28.7pp | 55.6%-53.9pp | 57.2%-55.5pp |
| Annual return | 13.66% | 24.00%-10.3pp | 302.12%-288.5pp | 31.67%-18.0pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $873-100.0% | $1,790-100.0% | $3,358-100.0% |
| Admin fee / account holder | $352 | $2,113-83.3% | $2,495-85.9% | $3,203-89.0% |