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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 | $52,101 | $29,733+75.2% | $56,025-7.0% | $80,959-35.6% |
| Participation rate | 26.7% | 41.7%-15.1pp | 52.5%-25.8pp | 67.7%-41.0pp |
| Annual return | 9.57% | 35.28%-25.7pp | 1712.69%-1703.1pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $306 | $1,229-75.1% | $1,955-84.4% | $4,300-92.9% |
| Admin fee / account holder | $5,354 | $2,434+120.0% | $2,828+89.3% | $6,925-22.7% |