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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 | $54,783 | $140,592-61.0% | $123,106-55.5% | $125,388-56.3% |
| Participation rate | 0.0% | 88.2%-88.2pp | 86.8%-86.8pp | 83.2%-83.2pp |
| Annual return | -13.94% | 16.80%-30.7pp | 13.22%-27.2pp | 282.24%-296.2pp |
| Employer contribution / active EE | $3,720 | $6,041-38.4% | $5,151-27.8% | $4,866-23.6% |
| Participant deferral / active EE | $14,275 | $6,980+104.5% | $6,229+129.2% | $5,352+166.7% |
| Admin fee / account holder | $5,680 | $11,198-49.3% | $9,015-37.0% | $9,541-40.5% |