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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 | $157,038 | $65,712+139.0% | $57,196+174.6% | $273,972-42.7% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | -0.50% | 22.01%-22.5pp | 14.59%-15.1pp | 41.46%-42.0pp |
| Employer contribution / active EE | $1,804 | $3,280-45.0% | $2,683-32.8% | $4,869-62.9% |
| Participant deferral / active EE | $7,781 | $3,782+105.7% | $3,096+151.3% | $5,287+47.2% |
| Admin fee / account holder | $1,011 | $4,838-79.1% | $3,141-67.8% | $10,133-90.0% |