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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 | $130,143 | $160,070-18.7% | $147,117-11.5% | $145,897-10.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 9.05% | 98.69%-89.6pp | 420.54%-411.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,258 | $5,285-57.3% | $4,932-54.2% | $4,663-51.6% |
| Participant deferral / active EE | $2,822 | $8,419-66.5% | $8,065-65.0% | $6,689-57.8% |
| Admin fee / account holder | $2,472 | $15,035-83.6% | $12,993-81.0% | $13,390-81.5% |