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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 | $90,848 | $27,943+225.1% | $58,507+55.3% | $75,177+20.8% |
| Participation rate | 18.5% | 38.8%-20.3pp | 50.9%-32.4pp | 67.2%-48.7pp |
| Annual return | 12.93% | 44.22%-31.3pp | 4252.32%-4239.4pp | 160.75%-147.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $543 | $1,202-54.9% | $1,922-71.8% | $4,126-86.9% |
| Admin fee / account holder | $6,709 | $1,727+288.4% | $2,486+169.8% | $5,651+18.7% |