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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 | $88,702-59.4% | $81,780-56.0% | $145,978-75.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.75% | 1029.12%-1022.4pp | 776.27%-769.5pp | 550.52%-543.8pp |
| Employer contribution / active EE | $9,133 | $3,084+196.1% | $2,914+213.4% | $4,662+95.9% |
| Participant deferral / active EE | $1,388 | $4,645-70.1% | $4,321-67.9% | $6,690-79.2% |
| Admin fee / account holder | $41,463 | $8,414+392.8% | $7,384+461.5% | $13,400+209.4% |