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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 | $102,595-57.0% | $94,057-53.1% | $154,746-71.5% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 10.16% | 583.42%-573.3pp | 480.62%-470.5pp | 172.34%-162.2pp |
| Employer contribution / active EE | $522 | $3,147-83.4% | $2,933-82.2% | $4,379-88.1% |
| Participant deferral / active EE | $1,425 | $5,118-72.2% | $4,709-69.7% | $6,730-78.8% |
| Admin fee / account holder | $37,634 | $7,736+386.5% | $7,244+419.5% | $14,365+162.0% |