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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 | $29,071 | $132,634-78.1% | $115,768-74.9% | $137,256-78.8% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.4%-74.4pp | 80.0%-80.0pp |
| Annual return | 6.07% | 160.70%-154.6pp | 100.46%-94.4pp | 220.34%-214.3pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,652 | $5,619-52.8% | $4,917-46.1% | $6,407-58.6% |
| Admin fee / account holder | $55,837 | $15,028+271.6% | $12,439+348.9% | $12,270+355.1% |