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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 | $53,435 | $97,125-45.0% | $86,233-38.0% | $137,256-61.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 5.53% | 74.19%-68.7pp | 61.39%-55.9pp | 220.34%-214.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $29,598 | $5,180+471.4% | $4,559+549.2% | $6,407+362.0% |
| Admin fee / account holder | $7,683 | $9,725-21.0% | $8,342-7.9% | $12,270-37.4% |