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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 | $128,880 | $185,312-30.5% | $161,489-20.2% | $154,746-16.7% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 9.51% | 103.84%-94.3pp | 89.72%-80.2pp | 172.34%-162.8pp |
| Employer contribution / active EE | $7,656 | $4,769+60.5% | $4,268+79.4% | $4,379+74.8% |
| Participant deferral / active EE | $17,730 | $6,350+179.2% | $5,630+214.9% | $6,730+163.4% |
| Admin fee / account holder | $1,879 | $18,654-89.9% | $16,006-88.3% | $14,365-86.9% |