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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 | $73,031 | $154,228-52.6% | $145,433-49.8% | $137,256-46.8% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 7.78% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $6,136 | $4,804+27.7% | $4,554+34.7% | $4,156+47.6% |
| Participant deferral / active EE | $13,158 | $8,216+60.1% | $7,897+66.6% | $6,407+105.4% |
| Admin fee / account holder | $102,585 | $14,344+615.2% | $13,129+681.4% | $12,270+736.1% |