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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 | $49,976-53.2% | $66,674-64.9% | $82,637-71.7% |
| Participation rate | 0.0% | 63.1%-63.1pp | 73.7%-73.7pp | 68.1%-68.1pp |
| Annual return | 2.37% | 39.09%-36.7pp | 321.24%-318.9pp | 53.51%-51.1pp |
| Employer contribution / active EE | $506 | $1,988-74.6% | $2,620-80.7% | $2,552-80.2% |
| Participant deferral / active EE | $1,056 | $2,847-62.9% | $4,084-74.2% | $4,126-74.4% |
| Admin fee / account holder | $1,118,631 | $4,594+24252.4% | $5,098+21842.2% | $7,339+15142.7% |