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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 | $112,729-80.2% | $98,716-77.3% | $137,256-83.7% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 3.37% | 38.48%-35.1pp | 31.81%-28.4pp | 220.34%-217.0pp |
| Employer contribution / active EE | $3,256 | $2,725+19.5% | $2,279+42.9% | $4,156-21.7% |
| Participant deferral / active EE | $13,024 | $4,640+180.7% | $4,048+221.8% | $6,407+103.3% |
| Admin fee / account holder | $495,741 | $10,129+4794.5% | $8,703+5596.3% | $12,270+3940.2% |