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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 | $106,524+21.0% | $152,301-15.4% | $87,485+47.3% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.4%-82.4pp | 68.9%-68.9pp |
| Annual return | 11.43% | 26.89%-15.5pp | 80.50%-69.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $782 | $3,371-76.8% | $4,624-83.1% | $2,596-69.9% |
| Participant deferral / active EE | $5,039 | $6,525-22.8% | $8,004-37.0% | $4,274+17.9% |
| Admin fee / account holder | $5,893 | $8,287-28.9% | $14,398-59.1% | $7,775-24.2% |