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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 | $50,895 | $29,507+72.5% | $56,025-9.2% | $77,762-34.6% |
| Participation rate | 17.5% | 32.7%-15.2pp | 52.5%-35.0pp | 70.6%-53.1pp |
| Annual return | 7.07% | 18.90%-11.8pp | 1712.69%-1705.6pp | 31.27%-24.2pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $551 | $1,062-48.1% | $1,955-71.8% | $4,651-88.2% |
| Admin fee / account holder | $20,011 | $1,041+1822.9% | $2,828+607.5% | $433+4522.7% |