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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 | $17,145 | $102,595-83.3% | $94,057-81.8% | $154,746-88.9% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 8.77% | 583.42%-574.7pp | 480.62%-471.9pp | 172.34%-163.6pp |
| Employer contribution / active EE | $2,302 | $3,147-26.9% | $2,933-21.5% | $4,379-47.4% |
| Participant deferral / active EE | $2,302 | $5,118-55.0% | $4,709-51.1% | $6,730-65.8% |
| Admin fee / account holder | $10,239 | $7,736+32.3% | $7,244+41.3% | $14,365-28.7% |