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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 | $70,688 | $87,166-18.9% | $76,735-7.9% | $137,256-48.5% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.5%-69.5pp | 80.0%-80.0pp |
| Annual return | 9.19% | 26.50%-17.3pp | 29.77%-20.6pp | 220.34%-211.1pp |
| Employer contribution / active EE | $494 | $2,904-83.0% | $2,454-79.9% | $4,156-88.1% |
| Participant deferral / active EE | $2,026 | $4,726-57.1% | $4,088-50.4% | $6,407-68.4% |
| Admin fee / account holder | $24,801 | $8,403+195.1% | $7,189+245.0% | $12,270+102.1% |