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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 | $25,545 | $90,486-71.8% | $78,676-67.5% | $273,972-90.7% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | -0.89% | 75.62%-76.5pp | 62.19%-63.1pp | 41.46%-42.3pp |
| Employer contribution / active EE | $1,797 | $3,175-43.4% | $2,850-36.9% | $4,869-63.1% |
| Participant deferral / active EE | $1,797 | $3,901-53.9% | $3,517-48.9% | $5,287-66.0% |
| Admin fee / account holder | $408 | $5,263-92.2% | $4,510-90.9% | $10,133-96.0% |