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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 | $118,583 | $29,670+299.7% | $56,054+111.6% | $80,911+46.6% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 9.05% | 35.24%-26.2pp | 1705.95%-1696.9pp | 35.63%-26.6pp |
| Employer contribution / active EE | $319 | $670-52.3% | $1,039-69.3% | $2,756-88.4% |
| Participant deferral / active EE | $977 | $1,227-20.4% | $1,952-50.0% | $4,297-77.3% |
| Admin fee / account holder | $1,290 | $2,431-46.9% | $2,822-54.3% | $6,935-81.4% |