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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 | $62,154 | $153,769-59.6% | $133,975-53.6% | $273,972-77.3% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | -9.14% | 36.51%-45.6pp | 29.29%-38.4pp | 41.46%-50.6pp |
| Employer contribution / active EE | $4,936 | $6,029-18.1% | $5,211-5.3% | $4,869+1.4% |
| Participant deferral / active EE | $10,163 | $6,958+46.0% | $6,282+61.8% | $5,287+92.2% |
| Admin fee / account holder | $32,929 | $11,765+179.9% | $9,324+253.1% | $10,133+225.0% |