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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 | $56,080 | $67,823-17.3% | $52,425+7.0% | $137,256-59.1% |
| Participation rate | 55.6% | 63.9%-8.4pp | 55.6%-0.1pp | 80.0%-24.4pp |
| Annual return | 6.54% | 219.11%-212.6pp | 302.12%-295.6pp | 220.34%-213.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $836 | $2,288-63.4% | $1,790-53.3% | $6,407-86.9% |
| Admin fee / account holder | $44,883 | $2,844+1478.1% | $2,495+1699.0% | $12,270+265.8% |