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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 | $52,523 | $85,060-38.3% | $70,548-25.5% | $139,456-62.3% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.3%-68.3pp | 80.3%-80.3pp |
| Annual return | 4.12% | 30.38%-26.3pp | 32.78%-28.7pp | 373.45%-369.3pp |
| Employer contribution / active EE | $14,406 | $3,911+268.3% | $2,975+384.3% | $4,753+203.1% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $56,878 | $8,925+537.3% | $6,424+785.4% | $11,407+398.6% |