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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 | $97,125+155.3% | $86,233+187.6% | $137,256+80.7% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 5.35% | 74.19%-68.8pp | 61.39%-56.0pp | 220.34%-215.0pp |
| Employer contribution / active EE | $2,450 | $2,841-13.8% | $2,504-2.2% | $4,156-41.0% |
| Participant deferral / active EE | $3,063 | $5,180-40.9% | $4,559-32.8% | $6,407-52.2% |
| Admin fee / account holder | $1,414 | $9,725-85.5% | $8,342-83.0% | $12,270-88.5% |