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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 | $210,516 | $47,479+343.4% | $62,929+234.5% | $82,448+155.3% |
| Participation rate | 0.0% | 66.9%-66.9pp | 73.1%-73.1pp | 68.1%-68.1pp |
| Annual return | 10.45% | 20.34%-9.9pp | 1063.93%-1053.5pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,632 | $1,885-13.4% | $2,505-34.8% | $2,551-36.0% |
| Participant deferral / active EE | $4,714 | $2,870+64.2% | $3,888+21.2% | $4,139+13.9% |
| Admin fee / account holder | $4,838 | $3,804+27.2% | $5,065-4.5% | $7,234-33.1% |