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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 | $50,958 | $155,555-67.2% | $146,866-65.3% | $155,188-67.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 10.17% | 115.41%-105.2pp | 102.85%-92.7pp | 148.84%-138.7pp |
| Employer contribution / active EE | $2,619 | $4,647-43.6% | $4,425-40.8% | $4,248-38.3% |
| Participant deferral / active EE | $4,131 | $8,044-48.7% | $7,759-46.8% | $6,531-36.8% |
| Admin fee / account holder | $30,101 | $14,755+104.0% | $13,620+121.0% | $14,480+107.9% |