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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 | $11,085 | $76,519-85.5% | $56,025-80.2% | $145,897-92.4% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 3.91% | 3017.03%-3013.1pp | 1712.69%-1708.8pp | 552.29%-548.4pp |
| Employer contribution / active EE | $320 | $1,383-76.9% | $1,042-69.3% | $4,663-93.1% |
| Participant deferral / active EE | $527 | $2,624-79.9% | $1,955-73.0% | $6,689-92.1% |
| Admin fee / account holder | $41,073 | $3,331+1133.1% | $2,828+1352.2% | $13,390+206.7% |