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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 | $87,166+30.2% | $76,735+47.9% | $137,256-17.3% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.5%-69.5pp | 80.0%-80.0pp |
| Annual return | 7.04% | 26.50%-19.5pp | 29.77%-22.7pp | 220.34%-213.3pp |
| Employer contribution / active EE | $3,505 | $2,904+20.7% | $2,454+42.8% | $4,156-15.7% |
| Participant deferral / active EE | $4,496 | $4,726-4.9% | $4,088+10.0% | $6,407-29.8% |
| Admin fee / account holder | $99,734 | $8,403+1086.9% | $7,189+1287.3% | $12,270+712.8% |