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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 | $42,700 | $29,051+47.0% | $52,425-18.6% | $67,986-37.2% |
| Participation rate | 7.6% | 30.4%-22.8pp | 55.6%-48.0pp | 57.2%-49.6pp |
| Annual return | 13.78% | 24.00%-10.2pp | 302.12%-288.3pp | 31.67%-17.9pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $243 | $873-72.2% | $1,790-86.4% | $3,358-92.8% |
| Admin fee / account holder | $6,113 | $2,113+189.4% | $2,495+145.0% | $3,203+90.8% |