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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 | $111,785-88.1% | $93,669-85.8% | $145,877-90.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 5.70% | 203.79%-198.1pp | 133.59%-127.9pp | 551.28%-545.6pp |
| Employer contribution / active EE | $1,075 | $3,096-65.3% | $2,424-55.6% | $4,663-76.9% |
| Participant deferral / active EE | $3,103 | $4,919-36.9% | $4,416-29.7% | $6,691-53.6% |
| Admin fee / account holder | $2,958 | $10,256-71.2% | $8,291-64.3% | $13,402-77.9% |