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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 | $58,128 | $210,343-72.4% | $153,432-62.1% | $145,959-60.2% |
| Participation rate | 0.0% | 82.1%-82.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 2.77% | 13.38%-10.6pp | 15.66%-12.9pp | 561.95%-559.2pp |
| Employer contribution / active EE | $3,903 | $6,047-35.5% | $5,038-22.5% | $4,661-16.3% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $164,193 | $19,424+745.3% | $12,725+1190.4% | $13,398+1125.5% |