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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 | $29,165 | $185,312-84.3% | $161,489-81.9% | $154,746-81.2% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 5.54% | 103.84%-98.3pp | 89.72%-84.2pp | 172.34%-166.8pp |
| Employer contribution / active EE | $2,232 | $4,769-53.2% | $4,268-47.7% | $4,379-49.0% |
| Participant deferral / active EE | $2,537 | $6,350-60.1% | $5,630-54.9% | $6,730-62.3% |
| Admin fee / account holder | $19,042 | $18,654+2.1% | $16,006+19.0% | $14,365+32.6% |