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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 | $76,062 | $39,028+94.9% | $80,741-5.8% | $85,847-11.4% |
| Participation rate | 34.4% | 41.6%-7.2pp | 54.2%-19.8pp | 69.3%-34.9pp |
| Annual return | 7.37% | 26.31%-18.9pp | 87.30%-79.9pp | 318.61%-311.2pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,714 | $1,326+29.2% | $2,145-20.1% | $3,952-56.6% |
| Admin fee / account holder | $59,454 | $2,429+2347.7% | $3,380+1658.8% | $6,261+849.7% |