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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 | $47,147 | $99,053-52.4% | $88,179-46.5% | $138,895-66.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.1%-69.1pp | 79.9%-79.9pp |
| Annual return | 9.10% | 78.17%-69.1pp | 64.97%-55.9pp | 145.39%-136.3pp |
| Employer contribution / active EE | $1,993 | $2,882-30.9% | $2,549-21.8% | $4,194-52.5% |
| Participant deferral / active EE | $4,229 | $5,225-19.1% | $4,614-8.3% | $6,396-33.9% |
| Admin fee / account holder | $7,664 | $8,748-12.4% | $7,673-0.1% | $12,562-39.0% |