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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 | $26,817 | $90,691-70.4% | $76,119-64.8% | $145,884-81.6% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 8.00% | 624.52%-616.5pp | 361.25%-353.2pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,194 | $3,329-64.1% | $2,693-55.7% | $4,662-74.4% |
| Participant deferral / active EE | $1,558 | $5,167-69.8% | $4,259-63.4% | $6,690-76.7% |
| Admin fee / account holder | $17,011 | $8,383+102.9% | $6,421+164.9% | $13,392+27.0% |