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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 | $37,506 | $156,963-76.1% | $121,204-69.1% | $139,466-73.1% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 8.04% | 1476.75%-1468.7pp | 987.18%-979.1pp | 373.66%-365.6pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $458 | $4,848-90.6% | $4,083-88.8% | $6,712-93.2% |
| Admin fee / account holder | $1,430 | $6,953-79.4% | $5,651-74.7% | $11,409-87.5% |