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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 | $71,942 | $29,667+142.5% | $56,441+27.5% | $80,874-11.0% |
| Participation rate | 4.2% | 41.7%-37.5pp | 52.5%-48.3pp | 67.6%-63.5pp |
| Annual return | 7.52% | 35.22%-27.7pp | 1704.21%-1696.7pp | 35.62%-28.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,781 | $2,429-26.7% | $2,829-37.0% | $6,935-74.3% |