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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 | $115,969 | $115,225+0.6% | $100,712+15.1% | $138,895-16.5% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.3%-69.3pp | 79.9%-79.9pp |
| Annual return | 3.03% | 40.35%-37.3pp | 33.27%-30.2pp | 145.39%-142.4pp |
| Employer contribution / active EE | $1,491 | $2,771-46.2% | $2,313-35.5% | $4,194-64.5% |
| Participant deferral / active EE | $2,970 | $4,699-36.8% | $4,085-27.3% | $6,396-53.6% |
| Admin fee / account holder | $5,976 | $10,844-44.9% | $9,256-35.4% | $12,562-52.4% |