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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 | $47,719 | $28,167+69.4% | $73,658-35.2% | $64,728-26.3% |
| Participation rate | 17.9% | 21.1%-3.2pp | 57.0%-39.2pp | 57.9%-40.0pp |
| Annual return | 11.36% | 139.75%-128.4pp | 29.72%-18.4pp | 49.38%-38.0pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $450 | $597-24.6% | $2,062-78.2% | $2,729-83.5% |
| Admin fee / account holder | $10,289 | $1,791+474.5% | $3,357+206.5% | $1,145+798.5% |