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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 | $190,104 | $135,956+39.8% | $123,894+53.4% | $273,972-30.6% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 1.42% | 56.63%-55.2pp | 47.52%-46.1pp | 41.46%-40.0pp |
| Employer contribution / active EE | $1,887 | $5,170-63.5% | $4,617-59.1% | $4,869-61.2% |
| Participant deferral / active EE | $2,367 | $6,343-62.7% | $5,984-60.4% | $5,287-55.2% |
| Admin fee / account holder | $812,699 | $9,817+8178.1% | $8,357+9624.6% | $10,133+7920.6% |