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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 | $212,810 | $172,111+23.6% | $150,298+41.6% | $137,256+55.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 11.30% | 69.37%-58.1pp | 62.79%-51.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $4,509 | $4,636-2.8% | $4,154+8.5% | $4,156+8.5% |
| Participant deferral / active EE | $10,279 | $6,166+66.7% | $5,453+88.5% | $6,407+60.4% |
| Admin fee / account holder | $1,381 | $16,471-91.6% | $14,116-90.2% | $12,270-88.7% |