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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 | $72,034 | $99,633-27.7% | $183,328-60.7% | $82,448-12.6% |
| Participation rate | 0.0% | 70.8%-70.8pp | 77.3%-77.3pp | 68.1%-68.1pp |
| Annual return | 10.71% | 17.84%-7.1pp | 29.67%-19.0pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,267 | $3,256-61.1% | $5,055-74.9% | $2,551-50.3% |
| Participant deferral / active EE | $3,149 | $4,938-36.2% | $6,795-53.7% | $4,139-23.9% |
| Admin fee / account holder | $3,162 | $9,934-68.2% | $21,427-85.2% | $7,234-56.3% |