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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 | $94,843 | $154,228-38.5% | $145,433-34.8% | $137,256-30.9% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 12.28% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $4,472 | $4,804-6.9% | $4,554-1.8% | $4,156+7.6% |
| Participant deferral / active EE | $39,207 | $8,216+377.2% | $7,897+396.5% | $6,407+512.0% |
| Admin fee / account holder | $71,981 | $14,344+401.8% | $13,129+448.3% | $12,270+486.6% |