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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 | $17,989 | $81,331-77.9% | $155,534-88.4% | $80,935-77.8% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 10.56% | 33.37%-22.8pp | 64.92%-54.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $488 | $3,105-84.3% | $4,675-89.6% | $2,757-82.3% |
| Participant deferral / active EE | $982 | $3,454-71.6% | $5,630-82.6% | $4,299-77.2% |
| Admin fee / account holder | $1,064 | $7,999-86.7% | $15,900-93.3% | $6,924-84.6% |