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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 | $48,329 | $27,800+73.8% | $58,561-17.5% | $71,511-32.4% |
| Participation rate | 6.2% | 34.6%-28.4pp | 50.9%-44.7pp | 67.9%-61.8pp |
| Annual return | 10.24% | 26.80%-16.6pp | 4251.33%-4241.1pp | 28.86%-18.6pp |
| Employer contribution / active EE | $186 | $632-70.6% | $1,053-82.4% | $2,589-92.8% |
| Participant deferral / active EE | $319 | $1,208-73.6% | $1,923-83.4% | $4,291-92.6% |
| Admin fee / account holder | $59,406 | $1,637+3528.5% | $2,520+2257.0% | $1,588+3639.8% |