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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 | $49,719 | $29,051+71.1% | $52,425-5.2% | $67,986-26.9% |
| Participation rate | 11.3% | 30.4%-19.1pp | 55.6%-44.3pp | 57.2%-45.9pp |
| Annual return | 7.08% | 24.00%-16.9pp | 302.12%-295.0pp | 31.67%-24.6pp |
| Employer contribution / active EE | $83 | $412-79.9% | $914-91.0% | $2,019-95.9% |
| Participant deferral / active EE | $455 | $873-47.9% | $1,790-74.6% | $3,358-86.4% |
| Admin fee / account holder | $49,484 | $2,113+2242.3% | $2,495+1883.4% | $3,203+1444.8% |