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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 | $75,059 | $70,366+6.7% | $66,674+12.6% | $138,895-46.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 11.25% | 386.41%-375.2pp | 321.24%-310.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $4,436 | $2,765+60.4% | $2,620+69.3% | $4,194+5.8% |
| Participant deferral / active EE | $13,685 | $4,374+212.9% | $4,084+235.1% | $6,396+114.0% |
| Admin fee / account holder | $904 | $5,262-82.8% | $5,098-82.3% | $12,562-92.8% |