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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 | $34,496 | $29,319+17.7% | $52,425-34.2% | $82,448-58.2% |
| Participation rate | 0.0% | 46.9%-46.9pp | 55.6%-55.6pp | 68.1%-68.1pp |
| Annual return | 12.98% | 535.20%-522.2pp | 302.12%-289.1pp | 41.64%-28.7pp |
| Employer contribution / active EE | $646 | $586+10.1% | $914-29.4% | $2,551-74.7% |
| Participant deferral / active EE | $1,312 | $1,171+12.0% | $1,790-26.7% | $4,139-68.3% |
| Admin fee / account holder | $11,171 | $1,962+469.3% | $2,495+347.8% | $7,234+54.4% |