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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 | $39,506 | $208,088-81.0% | $186,193-78.8% | $154,746-74.5% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | 80.7%-80.7pp |
| Annual return | 5.09% | 89.97%-84.9pp | 78.03%-72.9pp | 172.34%-167.2pp |
| Employer contribution / active EE | $793 | $4,340-81.7% | $3,918-79.8% | $4,379-81.9% |
| Participant deferral / active EE | $1,348 | $7,078-80.9% | $6,513-79.3% | $6,730-80.0% |
| Admin fee / account holder | $2,898 | $11,698-75.2% | $11,058-73.8% | $14,365-79.8% |