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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 | $10,736 | $88,754-87.9% | $81,820-86.9% | $145,877-92.6% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 2.83% | 1031.77%-1028.9pp | 777.93%-775.1pp | 551.28%-548.5pp |
| Employer contribution / active EE | $1,914 | $3,085-38.0% | $2,915-34.3% | $4,663-59.0% |
| Participant deferral / active EE | $3,301 | $4,648-29.0% | $4,323-23.6% | $6,691-50.7% |
| Admin fee / account holder | $7,923 | $8,424-5.9% | $7,391+7.2% | $13,402-40.9% |