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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 | $71,716 | $90,530-20.8% | $76,030-5.7% | $145,897-50.8% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 7.92% | 625.08%-617.2pp | 361.54%-353.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $859 | $3,319-74.1% | $2,688-68.0% | $4,663-81.6% |
| Participant deferral / active EE | $3,426 | $5,164-33.7% | $4,257-19.5% | $6,689-48.8% |
| Admin fee / account holder | $3,262 | $8,383-61.1% | $6,421-49.2% | $13,390-75.6% |