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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 | $128,891 | $142,430-9.5% | $115,170+11.9% | $152,885-15.7% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.5%-82.5pp |
| Annual return | 6.66% | 41.48%-34.8pp | 35.60%-28.9pp | 345.39%-338.7pp |
| Employer contribution / active EE | $10,214 | $4,011+154.7% | $3,179+221.3% | $4,763+114.4% |
| Participant deferral / active EE | $18,641 | $5,165+260.9% | $4,169+347.1% | $5,851+218.6% |
| Admin fee / account holder | $9,702 | $8,464+14.6% | $7,089+36.9% | $11,598-16.3% |