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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 | $49,976+31.5% | $66,674-1.5% | $82,637-20.5% |
| Participation rate | 0.0% | 63.1%-63.1pp | 73.7%-73.7pp | 68.1%-68.1pp |
| Annual return | 5.39% | 39.09%-33.7pp | 321.24%-315.8pp | 53.51%-48.1pp |
| Employer contribution / active EE | $2,311 | $1,988+16.2% | $2,620-11.8% | $2,552-9.4% |
| Participant deferral / active EE | $4,264 | $2,847+49.8% | $4,084+4.4% | $4,126+3.3% |
| Admin fee / account holder | $3,512 | $4,594-23.6% | $5,098-31.1% | $7,339-52.2% |