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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 | $3,049 | $27,924-89.1% | $58,544-94.8% | $75,181-95.9% |
| Participation rate | 9.1% | 38.8%-29.8pp | 50.9%-41.8pp | 67.2%-58.1pp |
| Annual return | 5.83% | 44.20%-38.4pp | 4249.56%-4243.7pp | 160.69%-154.9pp |
| Employer contribution / active EE | $153 | $669-77.1% | $1,053-85.5% | $2,671-94.3% |
| Participant deferral / active EE | $208 | $1,202-82.7% | $1,923-89.2% | $4,126-95.0% |
| Admin fee / account holder | $10,894 | $1,726+531.1% | $2,520+332.4% | $5,650+92.8% |