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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 | $31,917 | $65,423-51.2% | $98,477-67.6% | $85,856-62.8% |
| Participation rate | 61.1% | 65.0%-3.9pp | 73.3%-12.2pp | 69.3%-8.2pp |
| Annual return | 10.54% | 21.76%-11.2pp | 1493.59%-1483.0pp | 318.58%-308.0pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,454 | $3,167-54.1% | $4,276-66.0% | $3,952-63.2% |
| Admin fee / account holder | $12,680 | $4,594+176.0% | $5,951+113.1% | $6,261+102.5% |