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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 | $40,336 | $183,592-78.0% | $155,567-74.1% | $145,959-72.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 5.27% | 61.24%-56.0pp | 64.74%-59.5pp | 561.95%-556.7pp |
| Employer contribution / active EE | $1,957 | $5,315-63.2% | $4,674-58.1% | $4,661-58.0% |
| Participant deferral / active EE | $4,922 | $6,464-23.9% | $5,628-12.5% | $6,689-26.4% |
| Admin fee / account holder | $134,007 | $19,318+593.7% | $15,916+741.9% | $13,398+900.2% |