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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 | $39,309 | $148,623-73.6% | $135,974-71.1% | $139,466-71.8% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 9.65% | 79.30%-69.6pp | 68.30%-58.7pp | 373.66%-364.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,428 | $8,103+16.4% | $7,760+21.5% | $6,712+40.5% |
| Admin fee / account holder | $5,522 | $12,406-55.5% | $10,767-48.7% | $11,409-51.6% |