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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 | $20,927 | $107,941-80.6% | $91,994-77.3% | $152,909-86.3% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.5%-82.5pp |
| Annual return | 12.35% | 89.28%-76.9pp | 69.04%-56.7pp | 345.46%-333.1pp |
| Employer contribution / active EE | $2,291 | $4,212-45.6% | $3,453-33.6% | $4,764-51.9% |
| Participant deferral / active EE | $6,091 | $6,366-4.3% | $5,924+2.8% | $5,851+4.1% |
| Admin fee / account holder | $99,052 | $10,521+841.5% | $7,744+1179.1% | $11,601+753.8% |