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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 | $51,465 | $99,995-48.5% | $85,063-39.5% | $145,978-64.7% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 0.13% | 83.99%-83.9pp | 66.54%-66.4pp | 550.52%-550.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,828 | $5,295-8.8% | $4,523+6.8% | $6,690-27.8% |
| Admin fee / account holder | $20,577 | $7,255+183.6% | $6,155+234.3% | $13,400+53.6% |