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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 | $66,101 | $96,558-31.5% | $80,977-18.4% | $273,972-75.9% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.8%-75.8pp | 83.0%-83.0pp |
| Annual return | 1.71% | 15.14%-13.4pp | 17.11%-15.4pp | 41.46%-39.7pp |
| Employer contribution / active EE | $4,113 | $4,869-15.5% | $3,715+10.7% | $4,869-15.5% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $41,037 | $7,493+447.7% | $5,517+643.9% | $10,133+305.0% |