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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 | $28,204 | $69,708-59.5% | $67,560-58.3% | $74,478-62.1% |
| Participation rate | 32.4% | 71.4%-39.1pp | 72.9%-40.6pp | 67.2%-34.8pp |
| Annual return | 11.25% | -40.67%+51.9pp | 3533.50%-3522.2pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,491 | $3,637-59.0% | $4,004-62.8% | $4,350-65.7% |
| Admin fee / account holder | $3,324 | $887+274.7% | $3,994-16.8% | $1,946+70.8% |