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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 | $44,143 | $72,071-38.8% | $68,368-35.4% | $137,256-67.8% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 10.16% | 353.14%-343.0pp | 292.57%-282.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $522 | $2,788-81.3% | $2,649-80.3% | $4,156-87.4% |
| Participant deferral / active EE | $1,425 | $4,410-67.7% | $4,123-65.4% | $6,407-77.8% |
| Admin fee / account holder | $37,634 | $5,336+605.4% | $5,150+630.8% | $12,270+206.7% |