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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 | $45,465 | $90,486-49.8% | $78,676-42.2% | $273,972-83.4% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 1.62% | 75.62%-74.0pp | 62.19%-60.6pp | 41.46%-39.8pp |
| Employer contribution / active EE | $1,177 | $3,175-62.9% | $2,850-58.7% | $4,869-75.8% |
| Participant deferral / active EE | $2,354 | $3,901-39.7% | $3,517-33.1% | $5,287-55.5% |
| Admin fee / account holder | $15,791 | $5,263+200.0% | $4,510+250.1% | $10,133+55.8% |