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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 | $99,875+29.0% | $146,866-12.2% | $86,983+48.2% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.5%-82.5pp | 69.5%-69.5pp |
| Annual return | 11.43% | 28.10%-16.7pp | 102.85%-91.4pp | 25.83%-14.4pp |
| Employer contribution / active EE | $782 | $3,224-75.7% | $4,425-82.3% | $2,584-69.7% |
| Participant deferral / active EE | $5,039 | $6,322-20.3% | $7,759-35.1% | $4,194+20.2% |
| Admin fee / account holder | $5,893 | $7,838-24.8% | $13,620-56.7% | $7,856-25.0% |