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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 | $45,950 | $27,876+64.8% | $83,854-45.2% | $65,191-29.5% |
| Participation rate | 6.7% | 23.2%-16.5pp | 59.1%-52.4pp | 63.0%-56.3pp |
| Annual return | 9.32% | 305.90%-296.6pp | 31.39%-22.1pp | 51.24%-41.9pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,017-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $228 | $580-60.7% | $2,035-88.8% | $2,671-91.5% |
| Admin fee / account holder | $3,125 | $1,497+108.7% | $3,197-2.3% | $907+244.5% |