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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 | $41,923 | $60,305-30.5% | $81,780-48.7% | $74,400-43.7% |
| Participation rate | 23.4% | 62.9%-39.5pp | 72.4%-49.0pp | 67.2%-43.8pp |
| Annual return | 9.58% | 16.89%-7.3pp | 776.27%-766.7pp | 1367.51%-1357.9pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $2,914-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,815 | $3,390-46.5% | $4,321-58.0% | $4,348-58.3% |
| Admin fee / account holder | $3,671 | $1,484+147.3% | $7,384-50.3% | $1,944+88.9% |