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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 | $128,887 | $106,749+20.7% | $145,433-11.4% | $82,448+56.3% |
| Participation rate | 0.0% | 75.6%-75.6pp | 82.1%-82.1pp | 68.1%-68.1pp |
| Annual return | 11.43% | 27.59%-16.2pp | 66.58%-55.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $782 | $3,444-77.3% | $4,554-82.8% | $2,551-69.3% |
| Participant deferral / active EE | $5,039 | $6,519-22.7% | $7,897-36.2% | $4,139+21.7% |
| Admin fee / account holder | $5,893 | $8,390-29.8% | $13,129-55.1% | $7,234-18.5% |