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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 | $74,859 | $172,111-56.5% | $150,298-50.2% | $137,256-45.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | -1.73% | 69.37%-71.1pp | 62.79%-64.5pp | 220.34%-222.1pp |
| Employer contribution / active EE | $8,993 | $4,636+94.0% | $4,154+116.5% | $4,156+116.4% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,271 | $16,471-86.2% | $14,116-83.9% | $12,270-81.5% |