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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 | $43,871 | $172,111-74.5% | $150,298-70.8% | $137,256-68.0% |
| Participation rate | 68.4% | 81.7%-13.3pp | 77.8%-9.3pp | 80.0%-11.5pp |
| Annual return | 10.22% | 69.37%-59.2pp | 62.79%-52.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,316 | $4,636-71.6% | $4,154-68.3% | $4,156-68.3% |
| Participant deferral / active EE | $5,590 | $6,166-9.3% | $5,453+2.5% | $6,407-12.8% |
| Admin fee / account holder | $83,071 | $16,471+404.3% | $14,116+488.5% | $12,270+577.0% |