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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 | $29,569+72.1% | $56,077-9.2% | $77,714-34.5% |
| Participation rate | 17.5% | 32.6%-15.1pp | 52.5%-35.0pp | 70.6%-53.1pp |
| Annual return | 7.07% | 18.90%-11.8pp | 1709.28%-1702.2pp | 31.26%-24.2pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,040-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $551 | $1,061-48.1% | $1,954-71.8% | $4,649-88.2% |
| Admin fee / account holder | $20,011 | $1,042+1820.0% | $2,825+608.4% | $433+4518.8% |