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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 | $66,812 | $141,001-52.6% | $112,228-40.5% | $139,487-52.1% |
| Participation rate | 0.0% | 79.2%-79.2pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 6.63% | 32.75%-26.1pp | 30.23%-23.6pp | 373.84%-367.2pp |
| Employer contribution / active EE | $10,438 | $4,285+143.6% | $3,432+204.2% | $4,755+119.5% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,323 | $9,959-66.6% | $7,752-57.1% | $11,407-70.9% |