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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 | $111,787-88.1% | $93,681-85.8% | $145,978-90.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 5.70% | 203.52%-197.8pp | 133.47%-127.8pp | 550.52%-544.8pp |
| Employer contribution / active EE | $1,075 | $3,093-65.2% | $2,422-55.6% | $4,662-76.9% |
| Participant deferral / active EE | $3,103 | $4,918-36.9% | $4,415-29.7% | $6,690-53.6% |
| Admin fee / account holder | $2,958 | $10,256-71.2% | $8,290-64.3% | $13,400-77.9% |