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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 | $64,841 | $30,437+113.0% | $56,033+15.7% | $74,459-12.9% |
| Participation rate | 14.9% | 32.9%-17.9pp | 52.5%-37.6pp | 67.2%-52.3pp |
| Annual return | 8.37% | 24.96%-16.6pp | 1711.38%-1703.0pp | 1369.70%-1361.3pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $492 | $1,176-58.1% | $1,954-74.8% | $4,350-88.7% |
| Admin fee / account holder | $13,973 | $2,363+491.3% | $2,827+394.3% | $1,945+618.5% |