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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 | $69,590-66.4% | $136,867-82.9% | $94,015-75.1% |
| Participation rate | 0.0% | 66.3%-66.3pp | 74.5%-74.5pp | 70.8%-70.8pp |
| Annual return | 2.37% | 19.62%-17.3pp | 42.97%-40.6pp | 17.84%-15.5pp |
| Employer contribution / active EE | $506 | $2,396-78.9% | $3,547-85.7% | $2,790-81.9% |
| Participant deferral / active EE | $1,056 | $3,437-69.3% | $4,924-78.6% | $4,249-75.2% |
| Admin fee / account holder | $1,118,631 | $8,912+12452.5% | $10,340+10718.3% | $8,951+12397.0% |