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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 | $172,111-76.6% | $150,298-73.2% | $137,256-70.6% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 10.44% | 69.37%-58.9pp | 62.79%-52.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,197 | $4,636-74.2% | $4,154-71.2% | $4,156-71.2% |
| Participant deferral / active EE | $8,691 | $6,166+41.0% | $5,453+59.4% | $6,407+35.6% |
| Admin fee / account holder | $300,540 | $16,471+1724.7% | $14,116+2029.1% | $12,270+2349.4% |