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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 | $162,136-68.6% | $152,301-66.5% | $154,746-67.1% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 10.17% | 91.02%-80.9pp | 80.50%-70.3pp | 172.34%-162.2pp |
| Employer contribution / active EE | $2,619 | $4,890-46.4% | $4,624-43.4% | $4,379-40.2% |
| Participant deferral / active EE | $4,131 | $8,341-50.5% | $8,004-48.4% | $6,730-38.6% |
| Admin fee / account holder | $30,101 | $15,759+91.0% | $14,398+109.1% | $14,365+109.5% |