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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 | $58,777 | $29,733+97.7% | $56,025+4.9% | $80,959-27.4% |
| Participation rate | 16.3% | 41.7%-25.4pp | 52.5%-36.2pp | 67.7%-51.4pp |
| Annual return | 10.59% | 35.28%-24.7pp | 1712.69%-1702.1pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,152 | $1,229-6.3% | $1,955-41.1% | $4,300-73.2% |
| Admin fee / account holder | $16,859 | $2,434+592.8% | $2,828+496.1% | $6,925+143.4% |