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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 | $127,243 | $24,618+416.9% | $71,585+77.8% | $82,637+54.0% |
| Participation rate | 15.2% | 68.2%-53.0pp | 68.2%-52.9pp | 68.1%-52.8pp |
| Annual return | 7.36% | 93.17%-85.8pp | 59.26%-51.9pp | 53.51%-46.1pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $819 | $1,720-52.4% | $2,923-72.0% | $4,126-80.1% |
| Admin fee / account holder | $35,060 | $3,285+967.4% | $4,712+644.1% | $7,339+377.7% |