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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 | $4,975 | $29,736-83.3% | $56,033-91.1% | $80,935-93.9% |
| Participation rate | 10.0% | 41.7%-31.7pp | 52.5%-42.5pp | 67.7%-57.7pp |
| Annual return | 4.40% | 35.28%-30.9pp | 1711.38%-1707.0pp | 35.66%-31.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $734 | $1,228-40.2% | $1,954-62.4% | $4,299-82.9% |
| Admin fee / account holder | $18,131 | $2,434+645.0% | $2,827+541.4% | $6,924+161.8% |