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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 | $39,836 | $72,071-44.7% | $68,368-41.7% | $137,256-71.0% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.0%-63.3pp |
| Annual return | 12.50% | 353.14%-340.6pp | 292.57%-280.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,344 | $4,410-69.5% | $4,123-67.4% | $6,407-79.0% |
| Admin fee / account holder | $43,192 | $5,336+709.5% | $5,150+738.7% | $12,270+252.0% |