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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 | $5,453 | $29,670-81.6% | $56,054-90.3% | $80,911-93.3% |
| Participation rate | 7.5% | 41.7%-34.2pp | 52.5%-45.0pp | 67.6%-60.1pp |
| Annual return | 2.20% | 35.24%-33.0pp | 1705.95%-1703.7pp | 35.63%-33.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $259 | $1,227-78.9% | $1,952-86.7% | $4,297-94.0% |
| Admin fee / account holder | $12,176 | $2,431+400.9% | $2,822+331.4% | $6,935+75.6% |