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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 | $35,977 | $88,778-59.5% | $81,844-56.0% | $145,884-75.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.75% | 1033.03%-1026.3pp | 778.87%-772.1pp | 551.85%-545.1pp |
| Employer contribution / active EE | $9,133 | $3,087+195.9% | $2,916+213.2% | $4,662+95.9% |
| Participant deferral / active EE | $1,388 | $4,648-70.1% | $4,323-67.9% | $6,690-79.2% |
| Admin fee / account holder | $41,463 | $8,430+391.8% | $7,355+463.7% | $13,392+209.6% |