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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 | $166,131-75.0% | $164,975-74.8% | $145,877-71.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 4.67% | 100.37%-95.7pp | 70.12%-65.5pp | 551.28%-546.6pp |
| Employer contribution / active EE | $3,659 | $5,276-30.6% | $4,343-15.7% | $4,663-21.5% |
| Participant deferral / active EE | $11,475 | $6,962+64.8% | $6,033+90.2% | $6,691+71.5% |
| Admin fee / account holder | $520,632 | $16,648+3027.3% | $12,688+4003.3% | $13,402+3784.7% |