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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 | $70,366-34.4% | $66,674-30.7% | $138,895-66.8% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 12.32% | 386.41%-374.1pp | 321.24%-308.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,120 | $2,765-23.3% | $2,620-19.1% | $4,194-49.5% |
| Participant deferral / active EE | $5,300 | $4,374+21.2% | $4,084+29.8% | $6,396-17.1% |
| Admin fee / account holder | $10,105 | $5,262+92.0% | $5,098+98.2% | $12,562-19.6% |