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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 | $116,983 | $48,364+141.9% | $71,796+62.9% | $62,881+86.0% |
| Participation rate | 37.5% | 60.6%-23.1pp | 69.1%-31.6pp | 69.3%-31.8pp |
| Annual return | 2.15% | 13.16%-11.0pp | 78.04%-75.9pp | 20.14%-18.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $929 | $2,091-55.6% | $2,794-66.7% | $3,203-71.0% |
| Admin fee / account holder | $46,819 | $3,771+1141.5% | $4,815+872.4% | $4,296+989.9% |