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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 | $35,268 | $30,423+15.9% | $56,025-37.0% | $74,478-52.6% |
| Participation rate | 0.0% | 32.9%-32.9pp | 52.5%-52.5pp | 67.2%-67.2pp |
| Annual return | 10.22% | 24.97%-14.8pp | 1712.69%-1702.5pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $179 | $610-70.6% | $1,042-82.8% | $2,626-93.2% |
| Participant deferral / active EE | $241 | $1,176-79.5% | $1,955-87.7% | $4,350-94.5% |
| Admin fee / account holder | $1,324 | $2,363-44.0% | $2,828-53.2% | $1,946-32.0% |