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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 | $64,090 | $202,440-68.3% | $169,390-62.2% | $139,466-54.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.2%-77.2pp | 80.3%-80.3pp |
| Annual return | 5.60% | 532.36%-526.8pp | 406.07%-400.5pp | 373.66%-368.1pp |
| Employer contribution / active EE | $3,343 | $4,693-28.8% | $4,013-16.7% | $4,754-29.7% |
| Participant deferral / active EE | $13,568 | $6,940+95.5% | $6,222+118.0% | $6,712+102.1% |
| Admin fee / account holder | $1,856 | $10,722-82.7% | $9,015-79.4% | $11,409-83.7% |