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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 | $90,316 | $110,212-18.1% | $96,534-6.4% | $139,466-35.2% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 5.28% | 26.42%-21.1pp | 25.88%-20.6pp | 373.66%-368.4pp |
| Employer contribution / active EE | $2,286 | $3,620-36.9% | $2,965-22.9% | $4,754-51.9% |
| Participant deferral / active EE | $2,857 | $5,547-48.5% | $4,851-41.1% | $6,712-57.4% |
| Admin fee / account holder | $179,768 | $11,599+1449.9% | $8,253+2078.2% | $11,409+1475.7% |