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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 | $89,660 | $45,041+99.1% | $63,003+42.3% | $70,131+27.8% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 5.61% | 18.76%-13.1pp | 87.59%-82.0pp | 73.14%-67.5pp |
| Employer contribution / active EE | $1,387 | $2,052-32.4% | $2,760-49.8% | $2,342-40.8% |
| Participant deferral / active EE | $2,899 | $2,465+17.6% | $3,329-12.9% | $3,332-13.0% |
| Admin fee / account holder | $1,520 | $2,836-46.4% | $3,600-57.8% | $4,645-67.3% |