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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 | $29,546+174.2% | $56,441+43.5% | $77,671+4.3% |
| Participation rate | 12.4% | 32.7%-20.3pp | 52.5%-40.1pp | 70.6%-58.2pp |
| Annual return | 8.82% | 19.01%-10.2pp | 1704.21%-1695.4pp | 31.21%-22.4pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $372 | $1,061-64.9% | $1,953-80.9% | $4,648-92.0% |
| Admin fee / account holder | $31,320 | $1,046+2893.9% | $2,829+1007.0% | $430+7177.2% |