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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 | $9,789 | $70,121-86.0% | $63,803-84.7% | $138,895-93.0% |
| Participation rate | 66.7% | 77.2%-10.5pp | 72.7%-6.0pp | 79.9%-13.3pp |
| Annual return | 7.37% | 946.48%-939.1pp | 543.72%-536.3pp | 145.39%-138.0pp |
| Employer contribution / active EE | $1,255 | $2,882-56.5% | $2,532-50.5% | $4,194-70.1% |
| Participant deferral / active EE | $2,130 | $4,535-53.0% | $3,843-44.6% | $6,396-66.7% |
| Admin fee / account holder | $8,148 | $6,738+20.9% | $5,196+56.8% | $12,562-35.1% |