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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 | $34,932+85.6% | $56,441+14.9% | $74,546-13.0% |
| Participation rate | 14.9% | 32.9%-17.9pp | 52.5%-37.6pp | 67.2%-52.3pp |
| Annual return | 8.37% | 24.90%-16.5pp | 1704.21%-1695.8pp | 1366.03%-1357.7pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $492 | $1,173-58.0% | $1,953-74.8% | $4,347-88.7% |
| Admin fee / account holder | $13,973 | $2,359+492.2% | $2,829+393.9% | $1,944+618.9% |