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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 | $34,761 | $103,392-66.4% | $87,104-60.1% | $152,897-77.3% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.9%-76.9pp | 82.5%-82.5pp |
| Annual return | 8.27% | 28.10%-19.8pp | 28.19%-19.9pp | 345.43%-337.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,170 | $4,778+8.2% | $4,048+27.7% | $5,851-11.6% |
| Admin fee / account holder | $38,478 | $12,194+215.6% | $7,491+413.7% | $11,599+231.7% |