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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 | $29,143 | $91,086-68.0% | $203,872-85.7% | $86,983-66.5% |
| Participation rate | 0.0% | 65.8%-65.8pp | 77.8%-77.8pp | 69.5%-69.5pp |
| Annual return | 5.03% | 22.30%-17.3pp | 85.11%-80.1pp | 25.83%-20.8pp |
| Employer contribution / active EE | $7,543 | $2,063+265.6% | $3,757+100.7% | $2,584+191.9% |
| Participant deferral / active EE | $0 | $4,019-100.0% | $6,388-100.0% | $4,194-100.0% |
| Admin fee / account holder | $380 | $8,987-95.8% | $11,730-96.8% | $7,856-95.2% |