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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 | $68,097-72.8% | $62,929-70.6% | $137,256-86.5% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.0%-80.0pp |
| Annual return | 5.34% | 1859.11%-1853.8pp | 1063.93%-1058.6pp | 220.34%-215.0pp |
| Employer contribution / active EE | $2,047 | $2,811-27.2% | $2,505-18.3% | $4,156-50.7% |
| Participant deferral / active EE | $6,318 | $4,553+38.8% | $3,888+62.5% | $6,407-1.4% |
| Admin fee / account holder | $22,666 | $6,521+247.6% | $5,065+347.5% | $12,270+84.7% |