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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 | $46,626 | $88,815-47.5% | $81,882-43.1% | $145,897-68.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 6.63% | 1033.75%-1027.1pp | 779.47%-772.8pp | 552.29%-545.7pp |
| Employer contribution / active EE | $867 | $3,086-71.9% | $2,916-70.3% | $4,663-81.4% |
| Participant deferral / active EE | $2,596 | $4,647-44.1% | $4,323-39.9% | $6,689-61.2% |
| Admin fee / account holder | $182,162 | $8,434+2059.7% | $7,360+2375.2% | $13,390+1260.4% |