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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 | $18,497 | $76,368-75.8% | $67,681-72.7% | $154,746-88.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 73.7%-73.7pp | 80.7%-80.7pp |
| Annual return | 5.34% | 1066.77%-1061.4pp | 590.58%-585.2pp | 172.34%-167.0pp |
| Employer contribution / active EE | $2,047 | $3,151-35.0% | $2,678-23.6% | $4,379-53.3% |
| Participant deferral / active EE | $6,318 | $4,824+31.0% | $3,976+58.9% | $6,730-6.1% |
| Admin fee / account holder | $22,666 | $8,559+164.8% | $6,100+271.6% | $14,365+57.8% |