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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 | $7,427 | $68,097-89.1% | $62,929-88.2% | $137,256-94.6% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.0%-80.0pp |
| Annual return | 4.94% | 1859.11%-1854.2pp | 1063.93%-1059.0pp | 220.34%-215.4pp |
| Employer contribution / active EE | $5,463 | $2,811+94.3% | $2,505+118.1% | $4,156+31.4% |
| Participant deferral / active EE | $1,278 | $4,553-71.9% | $3,888-67.1% | $6,407-80.1% |
| Admin fee / account holder | $20,978 | $6,521+221.7% | $5,065+314.2% | $12,270+71.0% |