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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 | $181,062-79.0% | $158,223-75.9% | $155,188-75.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 7.58% | 57.39%-49.8pp | 52.09%-44.5pp | 148.84%-141.3pp |
| Employer contribution / active EE | $1,248 | $4,565-72.7% | $4,109-69.6% | $4,248-70.6% |
| Participant deferral / active EE | $12,314 | $6,134+100.7% | $5,467+125.3% | $6,531+88.5% |
| Admin fee / account holder | $267,570 | $18,825+1321.4% | $16,047+1567.4% | $14,480+1747.9% |