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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 | $40,297 | $174,379-76.9% | $152,093-73.5% | $138,895-71.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 10.44% | 74.86%-64.4pp | 66.36%-55.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $1,197 | $4,652-74.3% | $4,175-71.3% | $4,194-71.5% |
| Participant deferral / active EE | $8,691 | $6,159+41.1% | $5,451+59.4% | $6,396+35.9% |
| Admin fee / account holder | $300,540 | $16,880+1680.5% | $14,497+1973.2% | $12,562+2292.4% |