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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 | $44,047 | $29,733+48.1% | $56,025-21.4% | $80,959-45.6% |
| Participation rate | 23.1% | 41.7%-18.6pp | 52.5%-29.4pp | 67.7%-44.6pp |
| Annual return | 6.82% | 35.28%-28.5pp | 1712.69%-1705.9pp | 35.67%-28.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $641 | $1,229-47.9% | $1,955-67.2% | $4,300-85.1% |
| Admin fee / account holder | $22,045 | $2,434+805.9% | $2,828+679.4% | $6,925+218.3% |