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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 | $60,957 | $124,314-51.0% | $109,163-44.2% | $167,518-63.6% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 4.88% | 26.04%-21.2pp | 25.75%-20.9pp | 478.71%-473.8pp |
| Employer contribution / active EE | $3,996 | $4,209-5.1% | $3,723+7.3% | $4,838-17.4% |
| Participant deferral / active EE | $10,385 | $5,256+97.6% | $4,654+123.1% | $6,342+63.8% |
| Admin fee / account holder | $73,475 | $7,973+821.6% | $6,754+987.9% | $12,312+496.8% |