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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 | $26,675 | $29,319-9.0% | $52,425-49.1% | $82,448-67.6% |
| Participation rate | 0.0% | 46.9%-46.9pp | 55.6%-55.6pp | 68.1%-68.1pp |
| Annual return | 13.27% | 535.20%-521.9pp | 302.12%-288.9pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,107 | $586+88.8% | $914+21.1% | $2,551-56.6% |
| Participant deferral / active EE | $2,301 | $1,171+96.4% | $1,790+28.5% | $4,139-44.4% |
| Admin fee / account holder | $1,645 | $1,962-16.2% | $2,495-34.1% | $7,234-77.3% |