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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 | $36,073 | $148,582-75.7% | $135,942-73.5% | $139,456-74.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 4.88% | 79.26%-74.4pp | 68.28%-63.4pp | 373.45%-368.6pp |
| Employer contribution / active EE | $7,760 | $5,245+48.0% | $4,858+59.8% | $4,753+63.3% |
| Participant deferral / active EE | $7,760 | $8,101-4.2% | $7,7590% | $6,711+15.6% |
| Admin fee / account holder | $88,536 | $12,402+613.9% | $10,764+722.5% | $11,407+676.2% |