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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 | $27,243+68.7% | $52,425-12.4% | $79,634-42.3% |
| Participation rate | 6.7% | 22.4%-15.7pp | 55.6%-48.9pp | 62.5%-55.7pp |
| Annual return | 9.32% | 63.36%-54.0pp | 302.12%-292.8pp | 36.46%-27.1pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $228 | $636-64.1% | $1,790-87.3% | $3,835-94.0% |
| Admin fee / account holder | $3,125 | $2,105+48.4% | $2,495+25.2% | $1,002+211.9% |