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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 | $27,243+172.5% | $52,425+41.6% | $79,634-6.8% |
| Participation rate | 6.7% | 22.4%-15.7pp | 55.6%-48.9pp | 62.5%-55.7pp |
| Annual return | 10.67% | 63.36%-52.7pp | 302.12%-291.5pp | 36.46%-25.8pp |
| Employer contribution / active EE | $102 | $319-68.1% | $914-88.9% | $2,529-96.0% |
| Participant deferral / active EE | $301 | $636-52.7% | $1,790-83.2% | $3,835-92.2% |
| Admin fee / account holder | $73,499 | $2,105+3391.8% | $2,495+2846.0% | $1,002+7235.9% |