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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 | $79,213 | $52,450+51.0% | $129,397-38.8% | $74,429+6.4% |
| Participation rate | 30.9% | 53.8%-23.0pp | 69.6%-38.7pp | 67.2%-36.3pp |
| Annual return | 10.78% | 15.65%-4.9pp | 9453.98%-9443.2pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,464 | $2,797+23.8% | $4,167-16.9% | $4,348-20.3% |
| Admin fee / account holder | $29,451 | $2,636+1017.3% | $7,679+283.5% | $1,944+1414.7% |