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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 | $18,845 | $180,749-89.6% | $160,784-88.3% | $137,256-86.3% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.0%-77.0pp | 80.0%-80.0pp |
| Annual return | 9.83% | 2234.46%-2224.6pp | 1803.92%-1794.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,410 | $4,155-66.1% | $3,733-62.2% | $4,156-66.1% |
| Participant deferral / active EE | $3,258 | $6,844-52.4% | $6,293-48.2% | $6,407-49.1% |
| Admin fee / account holder | $253,489 | $10,397+2338.1% | $9,717+2508.7% | $12,270+1965.9% |