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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 | $13,193 | $72,071-81.7% | $68,368-80.7% | $137,256-90.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 11.13% | 353.14%-342.0pp | 292.57%-281.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,543 | $2,788-8.8% | $2,649-4.0% | $4,156-38.8% |
| Participant deferral / active EE | $7,069 | $4,410+60.3% | $4,123+71.5% | $6,407+10.3% |
| Admin fee / account holder | $11,881 | $5,336+122.7% | $5,150+130.7% | $12,270-3.2% |