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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 | $48,829 | $91,179-46.4% | $178,499-72.6% | $79,852-38.9% |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | 69.6%-69.6pp |
| Annual return | 9.52% | 24.19%-14.7pp | 151.10%-141.6pp | 31.72%-22.2pp |
| Employer contribution / active EE | $544 | $3,256-83.3% | $5,011-89.1% | $2,471-78.0% |
| Participant deferral / active EE | $1,317 | $3,236-59.3% | $5,202-74.7% | $3,740-64.8% |
| Admin fee / account holder | $7,028 | $6,749+4.1% | $13,986-49.8% | $5,306+32.4% |