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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 | $34,872 | $211,288-83.5% | $178,540-80.5% | $145,884-76.1% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 6.98% | 30.27%-23.3pp | 27.15%-20.2pp | 551.85%-544.9pp |
| Employer contribution / active EE | $2,040 | $4,574-55.4% | $3,953-48.4% | $4,662-56.2% |
| Participant deferral / active EE | $4,668 | $6,967-33.0% | $6,281-25.7% | $6,690-30.2% |
| Admin fee / account holder | $38,254 | $12,105+216.0% | $10,424+267.0% | $13,392+185.7% |