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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 | $45,123 | $87,544-48.5% | $75,784-40.5% | $125,388-64.0% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.8%-75.8pp | 83.2%-83.2pp |
| Annual return | -4.00% | 13.49%-17.5pp | 9.68%-13.7pp | 282.24%-286.2pp |
| Employer contribution / active EE | $586 | $3,930-85.1% | $3,323-82.4% | $4,866-88.0% |
| Participant deferral / active EE | $2,554 | $4,229-39.6% | $3,652-30.1% | $5,352-52.3% |
| Admin fee / account holder | $1,164 | $6,502-82.1% | $5,300-78.0% | $9,541-87.8% |