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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 | $40,111 | $59,448-32.5% | $93,696-57.2% | $74,459-46.1% |
| Participation rate | 0.0% | 59.6%-59.6pp | 68.7%-68.7pp | 67.2%-67.2pp |
| Annual return | 10.24% | 82.11%-71.9pp | 133.74%-123.5pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $518 | $1,266-59.1% | $2,422-78.6% | $2,626-80.3% |
| Participant deferral / active EE | $1,871 | $3,052-38.7% | $4,417-57.6% | $4,350-57.0% |
| Admin fee / account holder | $5,957 | $3,027+96.8% | $8,287-28.1% | $1,945+206.3% |