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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 | $174,379-87.2% | $152,093-85.3% | $138,895-83.9% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | -0.18% | 74.86%-75.0pp | 66.36%-66.5pp | 145.39%-145.6pp |
| Employer contribution / active EE | $1,594 | $4,652-65.7% | $4,175-61.8% | $4,194-62.0% |
| Participant deferral / active EE | $3,439 | $6,159-44.2% | $5,451-36.9% | $6,396-46.2% |
| Admin fee / account holder | $4,340 | $16,880-74.3% | $14,497-70.1% | $12,562-65.5% |