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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 | $53,398 | $97,125-45.0% | $86,233-38.1% | $137,256-61.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 8.60% | 74.19%-65.6pp | 61.39%-52.8pp | 220.34%-211.7pp |
| Employer contribution / active EE | $6,278 | $2,841+121.0% | $2,504+150.7% | $4,156+51.1% |
| Participant deferral / active EE | $13,050 | $5,180+151.9% | $4,559+186.2% | $6,407+103.7% |
| Admin fee / account holder | $297,553 | $9,725+2959.8% | $8,342+3466.9% | $12,270+2325.0% |