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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 | $37,343 | $72,071-48.2% | $68,368-45.4% | $137,256-72.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 12.86% | 353.14%-340.3pp | 292.57%-279.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,032 | $2,788-63.0% | $2,649-61.0% | $4,156-75.2% |
| Participant deferral / active EE | $1,973 | $4,410-55.3% | $4,123-52.2% | $6,407-69.2% |
| Admin fee / account holder | $620 | $5,336-88.4% | $5,150-88.0% | $12,270-94.9% |