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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 | $13,281 | $111,878-88.1% | $93,727-85.8% | $145,897-90.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 5.70% | 204.28%-198.6pp | 133.83%-128.1pp | 552.29%-546.6pp |
| Employer contribution / active EE | $1,075 | $3,092-65.2% | $2,421-55.6% | $4,663-76.9% |
| Participant deferral / active EE | $3,103 | $4,920-36.9% | $4,417-29.8% | $6,689-53.6% |
| Admin fee / account holder | $2,958 | $10,256-71.2% | $8,292-64.3% | $13,390-77.9% |