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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 | $27,297 | $59,448-54.1% | $93,696-70.9% | $74,459-63.3% |
| Participation rate | 61.2% | 59.6%+1.5pp | 68.7%-7.6pp | 67.2%-6.1pp |
| Annual return | 8.17% | 82.11%-73.9pp | 133.74%-125.6pp | 1369.70%-1361.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,856 | $3,052-6.4% | $4,417-35.3% | $4,350-34.3% |
| Admin fee / account holder | $16,160 | $3,027+433.8% | $8,287+95.0% | $1,945+730.9% |