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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 | $74,237 | $26,936+175.6% | $53,647+38.4% | $71,012+4.5% |
| Participation rate | 6.7% | 21.9%-15.1pp | 56.3%-49.5pp | 58.6%-51.8pp |
| Annual return | 10.67% | 81.59%-70.9pp | 358.33%-347.7pp | 37.67%-27.0pp |
| Employer contribution / active EE | $102 | $335-69.6% | $962-89.4% | $2,348-95.7% |
| Participant deferral / active EE | $301 | $590-49.0% | $1,813-83.4% | $3,246-90.7% |
| Admin fee / account holder | $73,499 | $2,177+3276.7% | $2,460+2887.9% | $1,167+6197.3% |