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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 | $212,268 | $157,304+34.9% | $141,197+50.3% | $152,909+38.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 13.56% | 64.34%-50.8pp | 71.41%-57.8pp | 345.46%-331.9pp |
| Employer contribution / active EE | $13,529 | $5,263+157.1% | $4,736+185.7% | $4,764+184.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $196,196 | $12,126+1518.0% | $10,265+1811.3% | $11,601+1591.2% |