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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 | $160,040-75.9% | $147,096-73.8% | $145,877-73.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.98% | 98.49%-93.5pp | 419.75%-414.8pp | 551.28%-546.3pp |
| Employer contribution / active EE | $3,581 | $5,289-32.3% | $4,936-27.5% | $4,663-23.2% |
| Participant deferral / active EE | $7,579 | $8,429-10.1% | $8,071-6.1% | $6,691+13.3% |
| Admin fee / account holder | $353 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |