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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 | $45,867 | $202,342-77.3% | $172,753-73.4% | $152,909-70.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 11.95% | 1029.88%-1017.9pp | 803.00%-791.1pp | 345.46%-333.5pp |
| Employer contribution / active EE | $4,279 | $5,857-27.0% | $5,144-16.8% | $4,764-10.2% |
| Participant deferral / active EE | $7,964 | $5,948+33.9% | $5,198+53.2% | $5,851+36.1% |
| Admin fee / account holder | $3,722 | $17,112-78.3% | $13,956-73.3% | $11,601-67.9% |