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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 | $61,125-61.7% | $94,057-75.1% | $87,485-73.3% |
| Participation rate | 0.0% | 64.1%-64.1pp | 73.3%-73.3pp | 68.9%-68.9pp |
| Annual return | 2.37% | 35.20%-32.8pp | 480.62%-478.3pp | 26.06%-23.7pp |
| Employer contribution / active EE | $506 | $2,136-76.3% | $2,933-82.8% | $2,596-80.5% |
| Participant deferral / active EE | $1,056 | $3,260-67.6% | $4,709-77.6% | $4,274-75.3% |
| Admin fee / account holder | $1,118,631 | $5,629+19773.9% | $7,244+15341.2% | $7,775+14288.0% |