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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 | $101,110 | $223,823-54.8% | $211,142-52.1% | $154,746-34.7% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | 4.47% | 50.39%-45.9pp | 46.84%-42.4pp | 172.34%-167.9pp |
| Employer contribution / active EE | $2,245 | $6,787-66.9% | $6,442-65.2% | $4,379-48.7% |
| Participant deferral / active EE | $15,500 | $9,750+59.0% | $9,284+67.0% | $6,730+130.3% |
| Admin fee / account holder | $77,298 | $19,707+292.2% | $19,076+305.2% | $14,365+438.1% |