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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 | $26,219 | $113,338-76.9% | $94,993-72.4% | $147,586-82.2% |
| Participation rate | 0.0% | 78.0%-78.0pp | 73.9%-73.9pp | 82.8%-82.8pp |
| Annual return | -0.69% | 20.80%-21.5pp | 27.14%-27.8pp | 578.59%-579.3pp |
| Employer contribution / active EE | $586 | $3,160-81.5% | $2,603-77.5% | $4,876-88.0% |
| Participant deferral / active EE | $2,769 | $3,777-26.7% | $3,317-16.5% | $5,439-49.1% |
| Admin fee / account holder | $53,142 | $6,063+776.6% | $4,960+971.3% | $10,886+388.2% |