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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 | $38,559 | $159,934-75.9% | $147,005-73.8% | $145,959-73.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.98% | 98.24%-93.3pp | 418.76%-413.8pp | 561.95%-557.0pp |
| Employer contribution / active EE | $3,581 | $5,287-32.3% | $4,934-27.4% | $4,661-23.2% |
| Participant deferral / active EE | $7,579 | $8,427-10.1% | $8,070-6.1% | $6,689+13.3% |
| Admin fee / account holder | $353 | $15,053-97.7% | $13,006-97.3% | $13,398-97.4% |