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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 | $30,421+113.1% | $56,077+15.6% | $74,429-12.9% |
| Participation rate | 14.9% | 32.9%-17.9pp | 52.5%-37.6pp | 67.2%-52.3pp |
| Annual return | 8.37% | 24.94%-16.6pp | 1709.28%-1700.9pp | 1368.38%-1360.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $492 | $1,175-58.1% | $1,954-74.8% | $4,348-88.7% |
| Admin fee / account holder | $13,973 | $2,363+491.2% | $2,825+394.6% | $1,944+618.7% |