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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 | $38,665 | $49,164-21.4% | $121,169-68.1% | $75,181-48.6% |
| Participation rate | 16.0% | 55.4%-39.4pp | 69.5%-53.5pp | 67.2%-51.2pp |
| Annual return | 13.23% | 56.03%-42.8pp | 986.71%-973.5pp | 160.69%-147.5pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $990 | $2,628-62.3% | $4,083-75.8% | $4,126-76.0% |
| Admin fee / account holder | $2,393 | $3,942-39.3% | $5,645-57.6% | $5,650-57.6% |