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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 | $39,506 | $180,749-78.1% | $160,784-75.4% | $137,256-71.2% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.0%-77.0pp | 80.0%-80.0pp |
| Annual return | 5.09% | 2234.46%-2229.4pp | 1803.92%-1798.8pp | 220.34%-215.2pp |
| Employer contribution / active EE | $793 | $4,155-80.9% | $3,733-78.8% | $4,156-80.9% |
| Participant deferral / active EE | $1,348 | $6,844-80.3% | $6,293-78.6% | $6,407-79.0% |
| Admin fee / account holder | $2,898 | $10,397-72.1% | $9,717-70.2% | $12,270-76.4% |