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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 | $52,450+19.2% | $129,295-51.6% | $74,546-16.1% |
| Participation rate | 33.9% | 53.8%-19.9pp | 69.6%-35.7pp | 67.2%-33.3pp |
| Annual return | 6.64% | 15.65%-9.0pp | 9429.28%-9422.6pp | 1366.03%-1359.4pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,157-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,344 | $2,797-51.9% | $4,169-67.8% | $4,347-69.1% |
| Admin fee / account holder | $33,754 | $2,636+1180.6% | $7,665+340.3% | $1,944+1636.7% |