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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 | $2,135 | $76,634-97.2% | $56,054-96.2% | $145,978-98.5% |
| Participation rate | 13.3% | 63.2%-49.9pp | 52.5%-39.1pp | 80.3%-67.0pp |
| Annual return | 4.13% | 3004.33%-3000.2pp | 1705.95%-1701.8pp | 550.52%-546.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $232 | $2,622-91.2% | $1,952-88.1% | $6,690-96.5% |
| Admin fee / account holder | $7,187 | $3,321+116.4% | $2,822+154.6% | $13,400-46.4% |