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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 | $31,016 | $96,419-67.8% | $80,648-61.5% | $139,487-77.8% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 9.78% | 1352.86%-1343.1pp | 937.21%-927.4pp | 373.84%-364.1pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,879 | $5,225-64.0% | $4,443-57.7% | $6,713-72.0% |
| Admin fee / account holder | $43,797 | $6,605+563.1% | $5,382+713.8% | $11,407+283.9% |