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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 | $26,299 | $103,008-74.5% | $90,304-70.9% | $152,897-82.8% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 6.41% | 95.22%-88.8pp | 78.13%-71.7pp | 345.43%-339.0pp |
| Employer contribution / active EE | $1,403 | $3,139-55.3% | $2,855-50.9% | $4,764-70.6% |
| Participant deferral / active EE | $2,180 | $4,281-49.1% | $3,885-43.9% | $5,851-62.8% |
| Admin fee / account holder | $740 | $6,175-88.0% | $5,354-86.2% | $11,599-93.6% |