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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 | $29,554+58.4% | $56,054-16.5% | $77,692-39.7% |
| Participation rate | 0.0% | 32.6%-32.6pp | 52.5%-52.5pp | 70.6%-70.6pp |
| Annual return | 10.29% | 18.89%-8.6pp | 1705.95%-1695.7pp | 31.25%-21.0pp |
| Employer contribution / active EE | $253 | $568-55.4% | $1,039-75.6% | $2,726-90.7% |
| Participant deferral / active EE | $284 | $1,061-73.2% | $1,952-85.5% | $4,648-93.9% |
| Admin fee / account holder | $712 | $1,046-31.9% | $2,822-74.8% | $431+65.3% |