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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 | $28,624+335.6% | $53,647+132.4% | $82,637+50.9% |
| Participation rate | 7.4% | 47.3%-39.9pp | 56.3%-48.9pp | 68.1%-60.6pp |
| Annual return | 13.50% | 664.98%-651.5pp | 358.33%-344.8pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $290 | $1,196-75.8% | $1,813-84.0% | $4,126-93.0% |
| Admin fee / account holder | $132,101 | $2,022+6434.1% | $2,460+5270.1% | $7,339+1700.0% |