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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 | $32,655 | $136,860-76.1% | $120,344-72.9% | $154,746-78.9% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.7%-76.7pp | 80.7%-80.7pp |
| Annual return | 8.49% | 21.38%-12.9pp | 20.30%-11.8pp | 172.34%-163.8pp |
| Employer contribution / active EE | $8,104 | $3,533+129.4% | $3,020+168.3% | $4,379+85.1% |
| Participant deferral / active EE | $5,429 | $5,793-6.3% | $5,135+5.7% | $6,730-19.3% |
| Admin fee / account holder | $313 | $15,393-98.0% | $12,742-97.5% | $14,365-97.8% |