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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 | $26,578 | $48,314-45.0% | $67,561-60.7% | $80,925-67.2% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.7%-67.7pp |
| Annual return | 8.24% | 18.28%-10.0pp | 3525.44%-3517.2pp | 35.65%-27.4pp |
| Employer contribution / active EE | $1,184 | $2,022-41.4% | $2,735-56.7% | $2,756-57.0% |
| Participant deferral / active EE | $1,605 | $2,927-45.2% | $4,003-59.9% | $4,299-62.7% |
| Admin fee / account holder | $2,450 | $3,690-33.6% | $4,006-38.8% | $6,940-64.7% |