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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 | $8,017 | $102,938-92.2% | $94,105-91.5% | $138,895-94.2% |
| Participation rate | 0.0% | 74.6%-74.6pp | 71.9%-71.9pp | 79.9%-79.9pp |
| Annual return | 7.81% | 250.28%-242.5pp | 204.55%-196.7pp | 145.39%-137.6pp |
| Employer contribution / active EE | $1,207 | $2,732-55.8% | $2,504-51.8% | $4,194-71.2% |
| Participant deferral / active EE | $1,509 | $4,196-64.0% | $3,881-61.1% | $6,396-76.4% |
| Admin fee / account holder | $13,756 | $6,600+108.4% | $6,199+121.9% | $12,562+9.5% |