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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 | $27,243+75.2% | $52,425-9.0% | $79,634-40.1% |
| Participation rate | 17.9% | 22.4%-4.6pp | 55.6%-37.8pp | 62.5%-44.6pp |
| Annual return | 11.36% | 63.36%-52.0pp | 302.12%-290.8pp | 36.46%-25.1pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $450 | $636-29.1% | $1,790-74.8% | $3,835-88.3% |
| Admin fee / account holder | $10,289 | $2,105+388.8% | $2,495+312.4% | $1,002+926.9% |