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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 | $26,133 | $48,570-46.2% | $130,660-80.0% | $72,975-64.2% |
| Participation rate | 43.0% | 58.6%-15.5pp | 71.7%-28.7pp | 69.5%-26.5pp |
| Annual return | 3.10% | 38.63%-35.5pp | 1709.29%-1706.2pp | 81.01%-77.9pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,500 | $2,384-37.1% | $3,603-58.4% | $3,608-58.4% |
| Admin fee / account holder | $1,051 | $3,549-70.4% | $5,463-80.8% | $5,124-79.5% |