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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 | $70,631 | $29,319+140.9% | $52,425+34.7% | $82,448-14.3% |
| Participation rate | 18.9% | 46.9%-27.9pp | 55.6%-36.7pp | 68.1%-49.1pp |
| Annual return | 11.62% | 535.20%-523.6pp | 302.12%-290.5pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $720 | $1,171-38.5% | $1,790-59.8% | $4,139-82.6% |
| Admin fee / account holder | $10,462 | $1,962+433.2% | $2,495+319.3% | $7,234+44.6% |