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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 | $25,529 | $154,228-83.4% | $145,433-82.4% | $137,256-81.4% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 0.87% | 74.59%-73.7pp | 66.58%-65.7pp | 220.34%-219.5pp |
| Employer contribution / active EE | $2,563 | $4,804-46.6% | $4,554-43.7% | $4,156-38.3% |
| Participant deferral / active EE | $5,046 | $8,216-38.6% | $7,897-36.1% | $6,407-21.2% |
| Admin fee / account holder | $133,018 | $14,344+827.4% | $13,129+913.2% | $12,270+984.1% |