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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 | $31,169 | $85,169-63.4% | $172,755-82.0% | $72,983-57.3% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 7.19% | 27.32%-20.1pp | 802.94%-795.7pp | 81.01%-73.8pp |
| Employer contribution / active EE | $2,457 | $3,324-26.1% | $5,144-52.2% | $2,440+0.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,930 | $5,880-67.2% | $13,955-86.2% | $5,124-62.3% |