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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 | $33,633 | $56,894-40.9% | $84,753-60.3% | $62,881-46.5% |
| Participation rate | 0.0% | 68.5%-68.5pp | 76.6%-76.6pp | 69.3%-69.3pp |
| Annual return | -0.05% | 6.30%-6.4pp | 22.78%-22.8pp | 20.14%-20.2pp |
| Employer contribution / active EE | $10,000 | $2,400+316.7% | $3,574+179.8% | $2,281+338.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $528 | $3,581-85.3% | $5,333-90.1% | $4,296-87.7% |