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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 | $51,331 | $80,812-36.5% | $160,784-68.1% | $82,448-37.7% |
| Participation rate | 34.0% | 66.2%-32.2pp | 77.0%-43.0pp | 68.1%-34.1pp |
| Annual return | 11.79% | 100.59%-88.8pp | 1803.92%-1792.1pp | 41.64%-29.8pp |
| Employer contribution / active EE | $439 | $2,174-79.8% | $3,733-88.2% | $2,551-82.8% |
| Participant deferral / active EE | $1,471 | $4,335-66.1% | $6,293-76.6% | $4,139-64.5% |
| Admin fee / account holder | $38,241 | $7,695+396.9% | $9,717+293.5% | $7,234+428.6% |