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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 | $166,020-76.9% | $164,866-76.7% | $145,959-73.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 5.81% | 100.08%-94.3pp | 69.97%-64.2pp | 561.95%-556.1pp |
| Employer contribution / active EE | $3,333 | $5,275-36.8% | $4,343-23.2% | $4,661-28.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $33,248 | $16,644+99.8% | $12,689+162.0% | $13,398+148.2% |