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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 | $37,541 | $144,130-74.0% | $117,861-68.1% | $147,586-74.6% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 4.22% | 531.20%-527.0pp | 335.11%-330.9pp | 578.59%-574.4pp |
| Employer contribution / active EE | $1,595 | $4,897-67.4% | $3,786-57.9% | $4,876-67.3% |
| Participant deferral / active EE | $4,111 | $5,316-22.7% | $4,482-8.3% | $5,439-24.4% |
| Admin fee / account holder | $25,533 | $10,887+134.5% | $8,021+218.3% | $10,886+134.6% |