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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 | $46,182 | $72,071-35.9% | $68,368-32.5% | $137,256-66.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 12.32% | 353.14%-340.8pp | 292.57%-280.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,120 | $2,788-24.0% | $2,649-20.0% | $4,156-49.0% |
| Participant deferral / active EE | $5,300 | $4,410+20.2% | $4,123+28.6% | $6,407-17.3% |
| Admin fee / account holder | $10,105 | $5,336+89.4% | $5,150+96.2% | $12,270-17.6% |