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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 | $75,046 | $29,736+152.4% | $56,033+33.9% | $80,935-7.3% |
| Participation rate | 31.9% | 41.7%-9.8pp | 52.5%-20.5pp | 67.7%-35.7pp |
| Annual return | 9.85% | 35.28%-25.4pp | 1711.38%-1701.5pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $939 | $1,228-23.5% | $1,954-51.9% | $4,299-78.2% |
| Admin fee / account holder | $46,768 | $2,434+1821.8% | $2,827+1554.3% | $6,924+575.4% |