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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 | $36,646 | $114,119-67.9% | $107,187-65.8% | $138,895-73.6% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 79.9%-79.9pp |
| Annual return | 8.96% | 273.21%-264.2pp | 204.55%-195.6pp | 145.39%-136.4pp |
| Employer contribution / active EE | $1,504 | $4,059-62.9% | $3,782-60.2% | $4,194-64.1% |
| Participant deferral / active EE | $3,327 | $5,538-39.9% | $5,096-34.7% | $6,396-48.0% |
| Admin fee / account holder | $19,115 | $10,024+90.7% | $9,162+108.6% | $12,562+52.2% |