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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 | $98,336 | $127,387-22.8% | $115,038-14.5% | $125,389-21.6% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | -5.58% | 31.28%-36.9pp | 26.14%-31.7pp | 282.24%-287.8pp |
| Employer contribution / active EE | $4,634 | $5,166-10.3% | $4,608+0.6% | $4,866-4.8% |
| Participant deferral / active EE | $12,012 | $6,423+87.0% | $6,026+99.3% | $5,352+124.5% |
| Admin fee / account holder | $753 | $9,516-92.1% | $8,175-90.8% | $9,541-92.1% |