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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 | $40,586 | $59,456-31.7% | $93,669-56.7% | $74,429-45.5% |
| Participation rate | 23.9% | 59.6%-35.8pp | 68.7%-44.9pp | 67.2%-43.3pp |
| Annual return | 9.99% | 82.00%-72.0pp | 133.59%-123.6pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,594 | $3,052-47.8% | $4,416-63.9% | $4,348-63.3% |
| Admin fee / account holder | $1,547 | $3,026-48.9% | $8,291-81.3% | $1,944-20.4% |