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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 | $132,277 | $124,314+6.4% | $109,163+21.2% | $167,518-21.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 4.52% | 26.04%-21.5pp | 25.75%-21.2pp | 478.71%-474.2pp |
| Employer contribution / active EE | $2,264 | $4,209-46.2% | $3,723-39.2% | $4,838-53.2% |
| Participant deferral / active EE | $4,528 | $5,256-13.9% | $4,654-2.7% | $6,342-28.6% |
| Admin fee / account holder | $3,765 | $7,973-52.8% | $6,754-44.3% | $12,312-69.4% |