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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 | $43,412 | $88,702-51.1% | $81,780-46.9% | $145,978-70.3% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 8.45% | 1029.12%-1020.7pp | 776.27%-767.8pp | 550.52%-542.1pp |
| Employer contribution / active EE | $2,080 | $3,084-32.6% | $2,914-28.6% | $4,662-55.4% |
| Participant deferral / active EE | $5,200 | $4,645+11.9% | $4,321+20.4% | $6,690-22.3% |
| Admin fee / account holder | $15,104 | $8,414+79.5% | $7,384+104.6% | $13,400+12.7% |