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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 | $37,643 | $30,385+23.9% | $56,054-32.8% | $74,400-49.4% |
| Participation rate | 16.7% | 32.9%-16.2pp | 52.5%-35.8pp | 67.2%-50.5pp |
| Annual return | 10.65% | 24.92%-14.3pp | 1705.95%-1695.3pp | 1367.51%-1356.9pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,136 | $1,174-3.2% | $1,952-41.8% | $4,348-73.9% |
| Admin fee / account holder | $10,978 | $2,361+365.0% | $2,822+288.9% | $1,944+464.8% |