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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 | $45,327 | $174,379-74.0% | $152,093-70.2% | $138,895-67.4% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 10.79% | 74.86%-64.1pp | 66.36%-55.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $2,213 | $4,652-52.4% | $4,175-47.0% | $4,194-47.2% |
| Participant deferral / active EE | $4,536 | $6,159-26.4% | $5,451-16.8% | $6,396-29.1% |
| Admin fee / account holder | $2,887 | $16,880-82.9% | $14,497-80.1% | $12,562-77.0% |