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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 | $204,189 | $106,749+91.3% | $145,433+40.4% | $82,448+147.7% |
| Participation rate | 0.0% | 75.6%-75.6pp | 82.1%-82.1pp | 68.1%-68.1pp |
| Annual return | 12.14% | 27.59%-15.5pp | 66.58%-54.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $3,720 | $3,444+8.0% | $4,554-18.3% | $2,551+45.8% |
| Participant deferral / active EE | $9,442 | $6,519+44.9% | $7,897+19.6% | $4,139+128.1% |
| Admin fee / account holder | $9,691 | $8,390+15.5% | $13,129-26.2% | $7,234+34.0% |