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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 | $95,750 | $102,609-6.7% | $98,090-2.4% | $138,895-31.1% |
| Participation rate | 0.0% | 82.8%-82.8pp | 81.5%-81.5pp | 79.9%-79.9pp |
| Annual return | 7.55% | 36.44%-28.9pp | 37.05%-29.5pp | 145.39%-137.8pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,274 | $8,167-72.2% | $7,845-71.0% | $6,396-64.4% |
| Admin fee / account holder | $128,875 | $11,434+1027.1% | $11,815+990.8% | $12,562+925.9% |