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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 | $21,163 | $68,097-68.9% | $62,929-66.4% | $137,256-84.6% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.0%-80.0pp |
| Annual return | 9.04% | 1859.11%-1850.1pp | 1063.93%-1054.9pp | 220.34%-211.3pp |
| Employer contribution / active EE | $4,606 | $2,811+63.8% | $2,505+83.9% | $4,156+10.8% |
| Participant deferral / active EE | $5,657 | $4,553+24.3% | $3,888+45.5% | $6,407-11.7% |
| Admin fee / account holder | $70,778 | $6,521+985.3% | $5,065+1297.5% | $12,270+476.8% |