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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 | $113,485 | $88,996+27.5% | $78,004+45.5% | $138,895-18.3% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.4%-69.4pp | 79.9%-79.9pp |
| Annual return | 7.04% | 28.03%-21.0pp | 31.07%-24.0pp | 145.39%-138.4pp |
| Employer contribution / active EE | $3,505 | $2,917+20.1% | $2,469+41.9% | $4,194-16.4% |
| Participant deferral / active EE | $4,496 | $4,724-4.8% | $4,092+9.9% | $6,396-29.7% |
| Admin fee / account holder | $99,734 | $8,807+1032.4% | $7,578+1216.1% | $12,562+693.9% |