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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 | $64,106 | $185,312-65.4% | $161,489-60.3% | $154,746-58.6% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 5.59% | 103.84%-98.3pp | 89.72%-84.1pp | 172.34%-166.7pp |
| Employer contribution / active EE | $8,830 | $4,769+85.1% | $4,268+106.9% | $4,379+101.6% |
| Participant deferral / active EE | $11,555 | $6,350+82.0% | $5,630+105.2% | $6,730+71.7% |
| Admin fee / account holder | $454,261 | $18,654+2335.1% | $16,006+2738.1% | $14,365+3062.2% |