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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 | $82,484 | $209,888-60.7% | $189,545-56.5% | $167,553-50.8% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | 7.53% | 748.66%-741.1pp | 555.36%-547.8pp | 478.89%-471.4pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $10,000 | $8,934+11.9% | $8,220+21.7% | $6,343+57.7% |
| Admin fee / account holder | $830 | $14,300-94.2% | $12,049-93.1% | $12,316-93.3% |