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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 | $40,388 | $148,623-72.8% | $135,974-70.3% | $139,466-71.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 9.74% | 79.30%-69.6pp | 68.30%-58.6pp | 373.66%-363.9pp |
| Employer contribution / active EE | $2,071 | $5,246-60.5% | $4,859-57.4% | $4,754-56.4% |
| Participant deferral / active EE | $10,410 | $8,103+28.5% | $7,760+34.1% | $6,712+55.1% |
| Admin fee / account holder | $168,566 | $12,406+1258.8% | $10,767+1465.6% | $11,409+1377.5% |