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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 | $39,851 | $48,570-18.0% | $130,660-69.5% | $72,975-45.4% |
| Participation rate | 64.5% | 58.6%+5.9pp | 71.7%-7.2pp | 69.5%-5.0pp |
| Annual return | 3.03% | 38.63%-35.6pp | 1709.29%-1706.3pp | 81.01%-78.0pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,624 | $2,384-31.9% | $3,603-54.9% | $3,608-55.0% |
| Admin fee / account holder | $934 | $3,549-73.7% | $5,463-82.9% | $5,124-81.8% |