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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 | $81,442 | $198,457-59.0% | $170,435-52.2% | $147,586-44.8% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 8.57% | 257.30%-248.7pp | 205.94%-197.4pp | 578.59%-570.0pp |
| Employer contribution / active EE | $10,000 | $6,183+61.7% | $5,432+84.1% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $43,974 | $16,852+160.9% | $13,881+216.8% | $10,886+304.0% |