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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 | $149,326 | $160,028-6.7% | $147,080+1.5% | $145,884+2.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 6.75% | 98.60%-91.8pp | 420.17%-413.4pp | 551.85%-545.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,877 | $8,422+5.4% | $8,066+10.1% | $6,690+32.7% |
| Admin fee / account holder | $3,580 | $15,030-76.2% | $12,989-72.4% | $13,392-73.3% |