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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 | $37,543 | $51,642-27.3% | $129,384-71.0% | $80,935-53.6% |
| Participation rate | 0.0% | 56.9%-56.9pp | 69.6%-69.6pp | 67.7%-67.7pp |
| Annual return | 10.82% | 20.78%-10.0pp | 9461.77%-9451.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $597 | $1,583-62.3% | $4,153-85.6% | $2,757-78.4% |
| Participant deferral / active EE | $1,610 | $2,670-39.7% | $4,166-61.3% | $4,299-62.5% |
| Admin fee / account holder | $3,845 | $4,312-10.8% | $7,686-50.0% | $6,924-44.5% |