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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 | $167,800 | $110,337+52.1% | $102,383+63.9% | $145,877+15.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 8.17% | 24.83%-16.7pp | 24.94%-16.8pp | 551.28%-543.1pp |
| Employer contribution / active EE | $957 | $4,216-77.3% | $3,870-75.3% | $4,663-79.5% |
| Participant deferral / active EE | $5,031 | $5,621-10.5% | $5,060-0.6% | $6,691-24.8% |
| Admin fee / account holder | $42,626 | $9,750+337.2% | $8,391+408.0% | $13,402+218.1% |