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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 | $70,366-37.3% | $66,674-33.8% | $138,895-68.2% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 10.16% | 386.41%-376.2pp | 321.24%-311.1pp | 145.39%-135.2pp |
| Employer contribution / active EE | $522 | $2,765-81.1% | $2,620-80.1% | $4,194-87.5% |
| Participant deferral / active EE | $1,425 | $4,374-67.4% | $4,084-65.1% | $6,396-77.7% |
| Admin fee / account holder | $37,634 | $5,262+615.1% | $5,098+638.2% | $12,562+199.6% |