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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 | $48,714 | $156,398-68.9% | $147,318-66.9% | $138,895-64.9% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 9.41% | 78.75%-69.3pp | 70.43%-61.0pp | 145.39%-136.0pp |
| Employer contribution / active EE | $50,000 | $4,853+930.2% | $4,593+988.6% | $4,194+1092.1% |
| Participant deferral / active EE | $64,148 | $8,237+678.7% | $7,906+711.3% | $6,396+902.9% |
| Admin fee / account holder | $2,591,714 | $14,976+17206.1% | $13,708+18807.1% | $12,562+20531.1% |