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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 | $54,931 | $30,437+80.5% | $56,033-2.0% | $74,459-26.2% |
| Participation rate | 30.7% | 32.9%-2.2pp | 52.5%-21.8pp | 67.2%-36.5pp |
| Annual return | 8.80% | 24.96%-16.2pp | 1711.38%-1702.6pp | 1369.70%-1360.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,008 | $1,176+70.8% | $1,954+2.8% | $4,350-53.8% |
| Admin fee / account holder | $21,430 | $2,363+806.8% | $2,827+658.0% | $1,945+1001.9% |