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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 | $65,706 | $69,590-5.6% | $136,867-52.0% | $94,015-30.1% |
| Participation rate | 0.0% | 66.3%-66.3pp | 74.5%-74.5pp | 70.8%-70.8pp |
| Annual return | 5.39% | 19.62%-14.2pp | 42.97%-37.6pp | 17.84%-12.5pp |
| Employer contribution / active EE | $2,311 | $2,396-3.6% | $3,547-34.8% | $2,790-17.2% |
| Participant deferral / active EE | $4,264 | $3,437+24.1% | $4,924-13.4% | $4,249+0.3% |
| Admin fee / account holder | $3,512 | $8,912-60.6% | $10,340-66.0% | $8,951-60.8% |