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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 | $42,986 | $57,330-25.0% | $86,656-50.4% | $75,177-42.8% |
| Participation rate | 42.9% | 63.2%-20.3pp | 71.7%-28.8pp | 67.2%-24.3pp |
| Annual return | 12.82% | 2675.40%-2662.6pp | 593.09%-580.3pp | 160.75%-147.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,577 | $3,320-22.4% | $4,439-41.9% | $4,126-37.5% |
| Admin fee / account holder | $18,820 | $4,115+357.4% | $5,619+235.0% | $5,651+233.0% |