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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 | $50,894 | $27,943+82.1% | $58,507-13.0% | $75,177-32.3% |
| Participation rate | 22.2% | 38.8%-16.6pp | 50.9%-28.6pp | 67.2%-45.0pp |
| Annual return | 9.38% | 44.22%-34.8pp | 4252.32%-4242.9pp | 160.75%-151.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $568 | $1,202-52.7% | $1,922-70.4% | $4,126-86.2% |
| Admin fee / account holder | $798 | $1,727-53.8% | $2,486-67.9% | $5,651-85.9% |