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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 | $18,046 | $115,225-84.3% | $100,712-82.1% | $138,895-87.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.3%-69.3pp | 79.9%-79.9pp |
| Annual return | 2.15% | 40.35%-38.2pp | 33.27%-31.1pp | 145.39%-143.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $125,065 | $4,699+2561.4% | $4,085+2961.4% | $6,396+1855.3% |
| Admin fee / account holder | $2,223,344 | $10,844+20403.3% | $9,256+23919.9% | $12,562+17598.7% |