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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 | $36,914 | $183,627-79.9% | $155,602-76.3% | $145,978-74.7% |
| Participation rate | 64.7% | 82.7%-18.0pp | 78.2%-13.5pp | 80.3%-15.6pp |
| Annual return | 5.35% | 61.32%-56.0pp | 64.81%-59.5pp | 550.52%-545.2pp |
| Employer contribution / active EE | $3,453 | $5,316-35.0% | $4,675-26.1% | $4,662-25.9% |
| Participant deferral / active EE | $3,989 | $6,466-38.3% | $5,629-29.1% | $6,690-40.4% |
| Admin fee / account holder | $93,203 | $19,327+382.2% | $15,923+485.3% | $13,400+595.5% |