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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 | $59,682 | $117,895-49.4% | $102,460-41.8% | $145,897-59.1% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 8.48% | 31.92%-23.4pp | 29.47%-21.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $4,079 | $3,619+12.7% | $3,025+34.8% | $4,663-12.5% |
| Participant deferral / active EE | $8,433 | $5,736+47.0% | $5,056+66.8% | $6,689+26.1% |
| Admin fee / account holder | $267,923 | $13,353+1906.5% | $9,460+2732.1% | $13,390+1900.9% |