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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 | $63,209 | $183,539-65.6% | $155,556-59.4% | $145,897-56.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.43% | 61.31%-52.9pp | 64.84%-56.4pp | 552.29%-543.9pp |
| Employer contribution / active EE | $13,070 | $5,315+145.9% | $4,675+179.5% | $4,663+180.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,686 | $19,275-75.7% | $15,885-70.5% | $13,390-65.0% |