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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 | $22,380 | $172,111-87.0% | $150,298-85.1% | $137,256-83.7% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | -0.18% | 69.37%-69.6pp | 62.79%-63.0pp | 220.34%-220.5pp |
| Employer contribution / active EE | $1,594 | $4,636-65.6% | $4,154-61.6% | $4,156-61.6% |
| Participant deferral / active EE | $3,439 | $6,166-44.2% | $5,453-36.9% | $6,407-46.3% |
| Admin fee / account holder | $4,340 | $16,471-73.7% | $14,116-69.3% | $12,270-64.6% |