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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 | $66,459 | $29,733+123.5% | $56,025+18.6% | $80,959-17.9% |
| Participation rate | 19.0% | 41.7%-22.7pp | 52.5%-33.5pp | 67.7%-48.7pp |
| Annual return | 9.36% | 35.28%-25.9pp | 1712.69%-1703.3pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $716 | $1,229-41.7% | $1,955-63.3% | $4,300-83.3% |
| Admin fee / account holder | $4,121 | $2,434+69.3% | $2,828+45.7% | $6,925-40.5% |