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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 | $38,058 | $185,312-79.5% | $161,489-76.4% | $154,746-75.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 7.58% | 103.84%-96.3pp | 89.72%-82.1pp | 172.34%-164.8pp |
| Employer contribution / active EE | $1,248 | $4,769-73.8% | $4,268-70.8% | $4,379-71.5% |
| Participant deferral / active EE | $12,314 | $6,350+93.9% | $5,630+118.7% | $6,730+83.0% |
| Admin fee / account holder | $267,570 | $18,654+1334.3% | $16,006+1571.7% | $14,365+1762.6% |