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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 | $30,884 | $81,476-62.1% | $102,383-69.8% | $80,925-61.8% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 8.55% | 25.59%-17.0pp | 24.94%-16.4pp | 35.65%-27.1pp |
| Employer contribution / active EE | $3,567 | $3,105+14.9% | $3,870-7.8% | $2,756+29.4% |
| Participant deferral / active EE | $4,454 | $3,871+15.1% | $5,060-12.0% | $4,299+3.6% |
| Admin fee / account holder | $26,077 | $6,717+288.2% | $8,391+210.8% | $6,940+275.7% |