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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 | $167,030-77.4% | $135,768-72.2% | $155,188-75.7% |
| Participation rate | 66.7% | 76.2%-9.5pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 4.75% | 678.39%-673.6pp | 526.10%-521.3pp | 148.84%-144.1pp |
| Employer contribution / active EE | $1,506 | $4,132-63.5% | $3,394-55.6% | $4,248-64.5% |
| Participant deferral / active EE | $1,866 | $4,528-58.8% | $3,977-53.1% | $6,531-71.4% |
| Admin fee / account holder | $3,818 | $8,172-53.3% | $7,048-45.8% | $14,480-73.6% |