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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 | $36,639 | $80,812-54.7% | $160,784-77.2% | $82,448-55.6% |
| Participation rate | 34.6% | 66.2%-31.6pp | 77.0%-42.3pp | 68.1%-33.5pp |
| Annual return | 7.27% | 100.59%-93.3pp | 1803.92%-1796.7pp | 41.64%-34.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,759 | $4,335-36.4% | $6,293-56.2% | $4,139-33.4% |
| Admin fee / account holder | $24,925 | $7,695+223.9% | $9,717+156.5% | $7,234+244.5% |