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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 | $38,337 | $166,268-76.9% | $165,100-76.8% | $145,897-73.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 5.81% | 100.52%-94.7pp | 70.21%-64.4pp | 552.29%-546.5pp |
| Employer contribution / active EE | $3,333 | $5,284-36.9% | $4,348-23.3% | $4,663-28.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $33,248 | $16,659+99.6% | $12,696+161.9% | $13,390+148.3% |