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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 | $23,970 | $174,379-86.3% | $152,093-84.2% | $138,895-82.7% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 2.21% | 74.86%-72.6pp | 66.36%-64.1pp | 145.39%-143.2pp |
| Employer contribution / active EE | $2,520 | $4,652-45.8% | $4,175-39.6% | $4,194-39.9% |
| Participant deferral / active EE | $5,448 | $6,159-11.5% | $5,451-0.1% | $6,396-14.8% |
| Admin fee / account holder | $84,606 | $16,880+401.2% | $14,497+483.6% | $12,562+573.5% |