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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 | $22,372 | $115,225-80.6% | $100,712-77.8% | $138,895-83.9% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.3%-69.3pp | 79.9%-79.9pp |
| Annual return | 3.37% | 40.35%-37.0pp | 33.27%-29.9pp | 145.39%-142.0pp |
| Employer contribution / active EE | $3,256 | $2,771+17.5% | $2,313+40.8% | $4,194-22.4% |
| Participant deferral / active EE | $13,024 | $4,699+177.1% | $4,085+218.8% | $6,396+103.6% |
| Admin fee / account holder | $495,741 | $10,844+4471.6% | $9,256+5255.7% | $12,562+3846.3% |