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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 | $172,111-62.8% | $150,298-57.3% | $137,256-53.3% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 5.59% | 69.37%-63.8pp | 62.79%-57.2pp | 220.34%-214.8pp |
| Employer contribution / active EE | $8,830 | $4,636+90.5% | $4,154+112.6% | $4,156+112.5% |
| Participant deferral / active EE | $11,555 | $6,166+87.4% | $5,453+111.9% | $6,407+80.4% |
| Admin fee / account holder | $454,261 | $16,471+2658.0% | $14,116+3118.1% | $12,270+3602.2% |