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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 | $53,462 | $126,661-57.8% | $113,397-52.9% | $138,895-61.5% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.5%-76.5pp | 79.9%-79.9pp |
| Annual return | 2.96% | 25.05%-22.1pp | 23.20%-20.2pp | 145.39%-142.4pp |
| Employer contribution / active EE | $1,758 | $3,456-49.1% | $2,977-41.0% | $4,194-58.1% |
| Participant deferral / active EE | $11,097 | $5,693+94.9% | $5,076+118.6% | $6,396+73.5% |
| Admin fee / account holder | $2,375,050 | $14,549+16224.1% | $11,957+19763.6% | $12,562+18806.4% |