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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 | $32,653 | $108,897-70.0% | $100,378-67.5% | $145,877-77.6% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 9.05% | 58.17%-49.1pp | 49.41%-40.4pp | 551.28%-542.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,586 | $8,455-57.6% | $8,087-55.7% | $6,691-46.4% |
| Admin fee / account holder | $48,040 | $9,690+395.8% | $7,899+508.2% | $13,402+258.4% |