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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 | $42,769 | $165,381-74.1% | $149,730-71.4% | $158,966-73.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 4.15% | 348.29%-344.1pp | 276.70%-272.6pp | 302.95%-298.8pp |
| Employer contribution / active EE | $4,234 | $5,104-17.1% | $4,645-8.9% | $4,762-11.1% |
| Participant deferral / active EE | $9,436 | $7,182+31.4% | $6,843+37.9% | $5,983+57.7% |
| Admin fee / account holder | $127,021 | $10,809+1075.1% | $9,310+1264.3% | $11,250+1029.1% |