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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 | $29,569+173.9% | $56,077+44.4% | $77,714+4.2% |
| Participation rate | 12.4% | 32.6%-20.2pp | 52.5%-40.1pp | 70.6%-58.2pp |
| Annual return | 8.82% | 18.90%-10.1pp | 1709.28%-1700.5pp | 31.26%-22.4pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,040-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $372 | $1,061-64.9% | $1,954-80.9% | $4,649-92.0% |
| Admin fee / account holder | $31,320 | $1,042+2905.1% | $2,825+1008.7% | $433+7129.0% |