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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 | $117,829-49.3% | $102,423-41.7% | $145,877-59.1% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 8.48% | 31.83%-23.4pp | 29.42%-20.9pp | 551.28%-542.8pp |
| Employer contribution / active EE | $4,079 | $3,615+12.9% | $3,023+34.9% | $4,663-12.5% |
| Participant deferral / active EE | $8,433 | $5,732+47.1% | $5,054+66.9% | $6,691+26.0% |
| Admin fee / account holder | $267,923 | $13,335+1909.1% | $9,455+2733.8% | $13,402+1899.1% |