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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 | $28,111 | $27,936+0.6% | $58,561-52.0% | $75,173-62.6% |
| Participation rate | 39.1% | 38.8%+0.3pp | 50.9%-11.7pp | 67.2%-28.1pp |
| Annual return | 12.17% | 44.21%-32.0pp | 4251.33%-4239.2pp | 160.72%-148.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,189 | $1,202-1.1% | $1,923-38.2% | $4,126-71.2% |
| Admin fee / account holder | $5,513 | $1,727+219.3% | $2,520+118.7% | $5,651-2.4% |