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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 | $42,484 | $69,774-39.1% | $67,561-37.1% | $74,429-42.9% |
| Participation rate | 50.4% | 71.4%-20.9pp | 72.9%-22.5pp | 67.2%-16.8pp |
| Annual return | 10.80% | -40.53%+51.3pp | 3525.44%-3514.6pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,965 | $3,636-46.0% | $4,003-50.9% | $4,348-54.8% |
| Admin fee / account holder | $5,996 | $890+573.9% | $4,006+49.7% | $1,944+208.4% |