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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 | $123,155-85.3% | $108,753-83.4% | $155,188-88.4% |
| Participation rate | 0.0% | 75.6%-75.6pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | 2.15% | 44.73%-42.6pp | 37.47%-35.3pp | 148.84%-146.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $125,065 | $4,623+2605.2% | $4,115+2939.4% | $6,531+1814.9% |
| Admin fee / account holder | $2,223,344 | $12,126+18234.8% | $10,320+21445.0% | $14,480+15254.8% |