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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 | $26,936+70.6% | $53,647-14.3% | $71,012-35.3% |
| Participation rate | 6.7% | 21.9%-15.1pp | 56.3%-49.5pp | 58.6%-51.8pp |
| Annual return | 9.32% | 81.59%-72.3pp | 358.33%-349.0pp | 37.67%-28.4pp |
| Employer contribution / active EE | $0 | $335-100.0% | $962-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $228 | $590-61.3% | $1,813-87.4% | $3,246-93.0% |
| Admin fee / account holder | $3,125 | $2,177+43.5% | $2,460+27.0% | $1,167+167.7% |