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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 | $45,445 | $38,967+16.6% | $86,233-47.3% | $79,634-42.9% |
| Participation rate | 3.8% | 34.1%-30.3pp | 69.0%-65.3pp | 62.5%-58.7pp |
| Annual return | 12.19% | 49.90%-37.7pp | 61.39%-49.2pp | 36.46%-24.3pp |
| Employer contribution / active EE | $101 | $868-88.3% | $2,504-96.0% | $2,529-96.0% |
| Participant deferral / active EE | $0 | $1,663-100.0% | $4,559-100.0% | $3,835-100.0% |
| Admin fee / account holder | $16,467 | $2,660+519.0% | $8,342+97.4% | $1,002+1543.6% |