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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 | $84,953-65.7% | $163,379-82.2% | $82,637-64.7% |
| Participation rate | 0.0% | 65.9%-65.9pp | 76.8%-76.8pp | 68.1%-68.1pp |
| Annual return | 5.03% | 23.07%-18.0pp | 63.41%-58.4pp | 53.51%-48.5pp |
| Employer contribution / active EE | $7,543 | $2,183+245.6% | $3,752+101.0% | $2,552+195.5% |
| Participant deferral / active EE | $0 | $4,326-100.0% | $6,282-100.0% | $4,126-100.0% |
| Admin fee / account holder | $380 | $7,921-95.2% | $9,818-96.1% | $7,339-94.8% |