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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 | $28,013 | $104,709-73.2% | $85,705-67.3% | $167,553-83.3% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.9%-69.9pp | 82.1%-82.1pp |
| Annual return | 9.02% | 21.45%-12.4pp | 21.49%-12.5pp | 478.89%-469.9pp |
| Employer contribution / active EE | $864 | $3,338-74.1% | $2,619-67.0% | $4,840-82.2% |
| Participant deferral / active EE | $1,733 | $4,827-64.1% | $3,924-55.8% | $6,343-72.7% |
| Admin fee / account holder | $1,171 | $10,036-88.3% | $6,877-83.0% | $12,316-90.5% |