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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 | $74,618 | $157,304-52.6% | $141,197-47.2% | $152,909-51.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 13.52% | 64.34%-50.8pp | 71.41%-57.9pp | 345.46%-331.9pp |
| Employer contribution / active EE | $11,523 | $5,263+119.0% | $4,736+143.3% | $4,764+141.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $431 | $12,126-96.4% | $10,265-95.8% | $11,601-96.3% |