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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 | $43,717 | $98,240-55.5% | $82,313-46.9% | $147,585-70.4% |
| Participation rate | 0.0% | 79.7%-79.7pp | 76.9%-76.9pp | 82.8%-82.8pp |
| Annual return | 7.80% | 30.85%-23.1pp | 25.88%-18.1pp | 578.58%-570.8pp |
| Employer contribution / active EE | $1,909 | $3,192-40.2% | $2,428-21.4% | $4,876-60.8% |
| Participant deferral / active EE | $4,319 | $4,383-1.5% | $3,706+16.5% | $5,439-20.6% |
| Admin fee / account holder | $4,628 | $8,563-46.0% | $5,608-17.5% | $10,886-57.5% |