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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 | $81,002 | $29,507+174.5% | $56,025+44.6% | $77,762+4.2% |
| Participation rate | 12.4% | 32.7%-20.3pp | 52.5%-40.1pp | 70.6%-58.2pp |
| Annual return | 8.82% | 18.90%-10.1pp | 1712.69%-1703.9pp | 31.27%-22.5pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $372 | $1,062-64.9% | $1,955-81.0% | $4,651-92.0% |
| Admin fee / account holder | $31,320 | $1,041+2909.6% | $2,828+1007.4% | $433+7135.1% |