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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 | $39,794 | $239,571-83.4% | $183,328-78.3% | $137,256-71.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 80.0%-80.0pp |
| Annual return | 8.77% | 35.69%-26.9pp | 29.67%-20.9pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,655 | $6,148-73.1% | $5,055-67.3% | $4,156-60.2% |
| Participant deferral / active EE | $2,538 | $7,995-68.3% | $6,795-62.6% | $6,407-60.4% |
| Admin fee / account holder | $30,024 | $30,059-0.1% | $21,427+40.1% | $12,270+144.7% |