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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 | $65,706 | $61,125+7.5% | $94,057-30.1% | $87,485-24.9% |
| Participation rate | 0.0% | 64.1%-64.1pp | 73.3%-73.3pp | 68.9%-68.9pp |
| Annual return | 5.39% | 35.20%-29.8pp | 480.62%-475.2pp | 26.06%-20.7pp |
| Employer contribution / active EE | $2,311 | $2,136+8.2% | $2,933-21.2% | $2,596-11.0% |
| Participant deferral / active EE | $4,264 | $3,260+30.8% | $4,709-9.5% | $4,274-0.2% |
| Admin fee / account holder | $3,512 | $5,629-37.6% | $7,244-51.5% | $7,775-54.8% |