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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 | $41,523 | $166,268-75.0% | $165,100-74.8% | $145,897-71.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 4.67% | 100.52%-95.9pp | 70.21%-65.5pp | 552.29%-547.6pp |
| Employer contribution / active EE | $3,659 | $5,284-30.7% | $4,348-15.8% | $4,663-21.5% |
| Participant deferral / active EE | $11,475 | $6,964+64.8% | $6,035+90.1% | $6,689+71.5% |
| Admin fee / account holder | $520,632 | $16,659+3025.2% | $12,696+4000.9% | $13,390+3788.1% |