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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 | $178,914 | $160,070+11.8% | $147,117+21.6% | $145,897+22.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 7.76% | 98.69%-90.9pp | 420.54%-412.8pp | 552.29%-544.5pp |
| Employer contribution / active EE | $10,348 | $5,285+95.8% | $4,932+109.8% | $4,663+121.9% |
| Participant deferral / active EE | $36,851 | $8,419+337.7% | $8,065+356.9% | $6,689+450.9% |
| Admin fee / account holder | $1,071,355 | $15,035+7025.6% | $12,993+8145.8% | $13,390+7900.9% |