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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 | $248,008 | $108,882+127.8% | $96,754+156.3% | $154,746+60.3% |
| Participation rate | 0.0% | 75.1%-75.1pp | 70.3%-70.3pp | 80.7%-80.7pp |
| Annual return | 5.35% | 98.39%-93.0pp | 82.04%-76.7pp | 172.34%-167.0pp |
| Employer contribution / active EE | $2,450 | $3,018-18.8% | $2,679-8.6% | $4,379-44.1% |
| Participant deferral / active EE | $3,063 | $5,323-42.5% | $4,758-35.6% | $6,730-54.5% |
| Admin fee / account holder | $1,414 | $10,200-86.1% | $8,905-84.1% | $14,365-90.2% |