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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 | $96,510 | $29,736+224.6% | $56,033+72.2% | $80,935+19.2% |
| Participation rate | 13.2% | 41.7%-28.5pp | 52.5%-39.3pp | 67.7%-54.5pp |
| Annual return | 7.53% | 35.28%-27.7pp | 1711.38%-1703.8pp | 35.66%-28.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $281 | $1,228-77.2% | $1,954-85.6% | $4,299-93.5% |
| Admin fee / account holder | $17,799 | $2,434+631.4% | $2,827+529.6% | $6,924+157.1% |