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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 | $40,754 | $72,071-43.5% | $68,368-40.4% | $137,256-70.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 10.94% | 353.14%-342.2pp | 292.57%-281.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $6,379 | $2,788+128.8% | $2,649+140.8% | $4,156+53.5% |
| Participant deferral / active EE | $6,810 | $4,410+54.4% | $4,123+65.2% | $6,407+6.3% |
| Admin fee / account holder | $24,776 | $5,336+364.4% | $5,150+381.1% | $12,270+101.9% |