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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 | $38,391 | $90,691-57.7% | $76,119-49.6% | $145,884-73.7% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.7pp |
| Annual return | 7.95% | 624.52%-616.6pp | 361.25%-353.3pp | 551.85%-543.9pp |
| Employer contribution / active EE | $747 | $3,329-77.6% | $2,693-72.3% | $4,662-84.0% |
| Participant deferral / active EE | $3,247 | $5,167-37.2% | $4,259-23.8% | $6,690-51.5% |
| Admin fee / account holder | $1,121 | $8,383-86.6% | $6,421-82.5% | $13,392-91.6% |