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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 | $73,496 | $65,566+12.1% | $86,235-14.8% | $75,177-2.2% |
| Participation rate | 67.3% | 60.5%+6.9pp | 69.0%-1.6pp | 67.2%+0.1pp |
| Annual return | 12.21% | 46.07%-33.9pp | 1170.03%-1157.8pp | 160.75%-148.5pp |
| Employer contribution / active EE | $7,117 | $1,553+358.2% | $2,381+198.9% | $2,671+166.4% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,383 | $5,470-38.1% | $6,856-50.6% | $5,651-40.1% |