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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 | $75,703 | $202,342-62.6% | $172,752-56.2% | $152,897-50.5% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 3.54% | 1029.83%-1026.3pp | 802.97%-799.4pp | 345.43%-341.9pp |
| Employer contribution / active EE | $1,405 | $5,858-76.0% | $5,144-72.7% | $4,764-70.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,418 | $17,111+19.3% | $13,955+46.3% | $11,599+76.0% |