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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 | $62,536 | $52,507+19.1% | $129,406-51.7% | $74,478-16.0% |
| Participation rate | 33.9% | 53.9%-20.0pp | 69.6%-35.7pp | 67.2%-33.3pp |
| Annual return | 6.64% | 15.64%-9.0pp | 9468.18%-9461.5pp | 1370.56%-1363.9pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,344 | $2,801-52.0% | $4,167-67.7% | $4,350-69.1% |
| Admin fee / account holder | $33,754 | $2,639+1179.0% | $7,689+339.0% | $1,946+1634.7% |