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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 | $54,885 | $155,555-64.7% | $146,866-62.6% | $155,188-64.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 7.99% | 115.41%-107.4pp | 102.85%-94.9pp | 148.84%-140.9pp |
| Employer contribution / active EE | $18,875 | $4,647+306.2% | $4,425+326.6% | $4,248+344.3% |
| Participant deferral / active EE | $3,375 | $8,044-58.0% | $7,759-56.5% | $6,531-48.3% |
| Admin fee / account holder | $104,321 | $14,755+607.0% | $13,620+665.9% | $14,480+620.5% |