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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 | $84,826 | $167,533-49.4% | $151,645-44.1% | $134,545-37.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -21.41% | 7.81%-29.2pp | 3.34%-24.7pp | 418.37%-439.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $20,000 | $8,985+122.6% | $8,363+139.2% | $6,401+212.4% |
| Admin fee / account holder | $1,195 | $13,781-91.3% | $11,614-89.7% | $11,431-89.5% |