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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 | $90,825 | $211,239-57.0% | $178,528-49.1% | $145,877-37.7% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 6.67% | 30.22%-23.5pp | 27.11%-20.4pp | 551.28%-544.6pp |
| Employer contribution / active EE | $3,699 | $4,570-19.1% | $3,950-6.4% | $4,663-20.7% |
| Participant deferral / active EE | $5,494 | $6,963-21.1% | $6,278-12.5% | $6,691-17.9% |
| Admin fee / account holder | $223,814 | $12,095+1750.5% | $10,419+2048.1% | $13,402+1570.0% |