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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 | $124,683 | $29,319+325.3% | $52,425+137.8% | $82,448+51.2% |
| Participation rate | 7.4% | 46.9%-39.4pp | 55.6%-48.2pp | 68.1%-60.7pp |
| Annual return | 13.50% | 535.20%-521.7pp | 302.12%-288.6pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $290 | $1,171-75.3% | $1,790-83.8% | $4,139-93.0% |
| Admin fee / account holder | $132,101 | $1,962+6632.5% | $2,495+5194.8% | $7,234+1726.0% |