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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 | $11,508 | $88,778-87.0% | $81,844-85.9% | $145,884-92.1% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 7.16% | 1033.03%-1025.9pp | 778.87%-771.7pp | 551.85%-544.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,448 | $4,648-68.8% | $4,323-66.5% | $6,690-78.4% |
| Admin fee / account holder | $18,472 | $8,430+119.1% | $7,355+151.1% | $13,392+37.9% |