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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 | $29,507+58.7% | $56,025-16.4% | $77,762-39.8% |
| Participation rate | 0.0% | 32.7%-32.7pp | 52.5%-52.5pp | 70.6%-70.6pp |
| Annual return | 10.29% | 18.90%-8.6pp | 1712.69%-1702.4pp | 31.27%-21.0pp |
| Employer contribution / active EE | $253 | $570-55.5% | $1,042-75.7% | $2,728-90.7% |
| Participant deferral / active EE | $284 | $1,062-73.3% | $1,955-85.5% | $4,651-93.9% |
| Admin fee / account holder | $712 | $1,041-31.6% | $2,828-74.8% | $433+64.4% |