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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 | $50,554+316.4% | $67,681+211.0% | $87,485+140.6% |
| Participation rate | 0.0% | 67.7%-67.7pp | 73.7%-73.7pp | 68.9%-68.9pp |
| Annual return | 10.45% | 17.81%-7.4pp | 590.58%-580.1pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,632 | $1,988-17.9% | $2,678-39.1% | $2,596-37.1% |
| Participant deferral / active EE | $4,714 | $2,961+59.2% | $3,976+18.6% | $4,274+10.3% |
| Admin fee / account holder | $4,838 | $4,132+17.1% | $6,100-20.7% | $7,775-37.8% |