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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 | $41,568 | $88,754-53.2% | $81,820-49.2% | $145,877-71.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 7.26% | 1031.77%-1024.5pp | 777.93%-770.7pp | 551.28%-544.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,611 | $4,648-65.3% | $4,323-62.7% | $6,691-75.9% |
| Admin fee / account holder | $28,510 | $8,424+238.5% | $7,391+285.8% | $13,402+112.7% |