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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 | $46,824 | $29,569+58.4% | $56,077-16.5% | $77,714-39.7% |
| Participation rate | 0.0% | 32.6%-32.6pp | 52.5%-52.5pp | 70.6%-70.6pp |
| Annual return | 10.29% | 18.90%-8.6pp | 1709.28%-1699.0pp | 31.26%-21.0pp |
| Employer contribution / active EE | $253 | $569-55.4% | $1,040-75.6% | $2,727-90.7% |
| Participant deferral / active EE | $284 | $1,061-73.2% | $1,954-85.5% | $4,649-93.9% |
| Admin fee / account holder | $712 | $1,042-31.7% | $2,825-74.8% | $433+64.3% |