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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 | $112,313 | $72,071+55.8% | $68,368+64.3% | $137,256-18.2% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 10.91% | 353.14%-342.2pp | 292.57%-281.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $4,485 | $2,788+60.9% | $2,649+69.3% | $4,156+7.9% |
| Participant deferral / active EE | $10,195 | $4,410+131.2% | $4,123+147.3% | $6,407+59.1% |
| Admin fee / account holder | $68,962 | $5,336+1192.5% | $5,150+1239.1% | $12,270+462.0% |