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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 | $102,310 | $109,863-6.9% | $98,477+3.9% | $167,518-38.9% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 6.20% | 1958.09%-1951.9pp | 1493.59%-1487.4pp | 478.71%-472.5pp |
| Employer contribution / active EE | $449 | $3,225-86.1% | $2,961-84.8% | $4,838-90.7% |
| Participant deferral / active EE | $2,453 | $4,673-47.5% | $4,276-42.6% | $6,342-61.3% |
| Admin fee / account holder | $75,670 | $6,755+1020.2% | $5,951+1171.5% | $12,312+514.6% |