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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 | $23,396 | $51,638-54.7% | $68,368-65.8% | $82,448-71.6% |
| Participation rate | 0.0% | 63.6%-63.6pp | 73.8%-73.8pp | 68.1%-68.1pp |
| Annual return | 2.37% | 37.53%-35.2pp | 292.57%-290.2pp | 41.64%-39.3pp |
| Employer contribution / active EE | $506 | $2,047-75.3% | $2,649-80.9% | $2,551-80.2% |
| Participant deferral / active EE | $1,056 | $2,914-63.8% | $4,123-74.4% | $4,139-74.5% |
| Admin fee / account holder | $1,118,631 | $4,643+23990.7% | $5,150+21621.8% | $7,234+15362.8% |