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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 | $210,991-72.5% | $153,741-62.2% | $145,897-60.2% |
| Participation rate | 0.0% | 82.1%-82.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 2.77% | 13.46%-10.7pp | 15.71%-12.9pp | 552.29%-549.5pp |
| Employer contribution / active EE | $3,903 | $6,057-35.6% | $5,042-22.6% | $4,663-16.3% |
| Participant deferral / active EE | $0 | $7,979-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $164,193 | $19,490+742.5% | $12,749+1187.9% | $13,390+1126.2% |