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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 | $37,783 | $149,040-74.6% | $120,225-68.6% | $137,256-72.5% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 4.75% | 605.68%-600.9pp | 439.23%-434.5pp | 220.34%-215.6pp |
| Employer contribution / active EE | $1,506 | $4,350-65.4% | $3,475-56.7% | $4,156-63.8% |
| Participant deferral / active EE | $1,866 | $4,655-59.9% | $3,999-53.3% | $6,407-70.9% |
| Admin fee / account holder | $3,818 | $6,348-39.9% | $5,696-33.0% | $12,270-68.9% |