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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 | $68,376 | $109,872-37.8% | $98,483-30.6% | $167,536-59.2% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 5.37% | 1959.31%-1953.9pp | 1494.38%-1489.0pp | 478.82%-473.4pp |
| Employer contribution / active EE | $2,700 | $3,225-16.3% | $2,961-8.8% | $4,839-44.2% |
| Participant deferral / active EE | $19,500 | $4,673+317.3% | $4,276+356.0% | $6,342+207.5% |
| Admin fee / account holder | $156,446 | $6,757+2215.2% | $5,953+2528.2% | $12,315+1170.4% |