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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 | $36,678 | $88,996-58.8% | $78,004-53.0% | $138,895-73.6% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.4%-69.4pp | 79.9%-79.9pp |
| Annual return | -1.36% | 28.03%-29.4pp | 31.07%-32.4pp | 145.39%-146.8pp |
| Employer contribution / active EE | $5,839 | $2,917+100.2% | $2,469+136.5% | $4,194+39.2% |
| Participant deferral / active EE | $16,519 | $4,724+249.7% | $4,092+303.7% | $6,396+158.3% |
| Admin fee / account holder | $35,254 | $8,807+300.3% | $7,578+365.2% | $12,562+180.6% |