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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 | $100,784-28.5% | $191,597-62.4% | $82,637-12.8% |
| Participation rate | 0.0% | 70.5%-70.5pp | 76.9%-76.9pp | 68.1%-68.1pp |
| Annual return | 10.71% | 18.13%-7.4pp | 27.07%-16.4pp | 53.51%-42.8pp |
| Employer contribution / active EE | $1,267 | $3,102-59.1% | $5,025-74.8% | $2,552-50.3% |
| Participant deferral / active EE | $3,149 | $4,937-36.2% | $6,850-54.0% | $4,126-23.7% |
| Admin fee / account holder | $3,162 | $10,062-68.6% | $22,799-86.1% | $7,339-56.9% |