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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 | $4,392 | $31,105-85.9% | $53,647-91.8% | $64,097-93.1% |
| Participation rate | 15.0% | 30.7%-15.7pp | 56.3%-41.3pp | 55.2%-40.2pp |
| Annual return | 10.06% | 22.54%-12.5pp | 358.33%-348.3pp | 34.64%-24.6pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $325 | $896-63.7% | $1,813-82.1% | $3,080-89.4% |
| Admin fee / account holder | $1,988 | $2,195-9.4% | $2,460-19.2% | $3,454-42.5% |