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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 | $7,733 | $72,071-89.3% | $68,368-88.7% | $137,256-94.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 11.24% | 353.14%-341.9pp | 292.57%-281.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,204 | $2,788-56.8% | $2,649-54.5% | $4,156-71.0% |
| Participant deferral / active EE | $1,086 | $4,410-75.4% | $4,123-73.7% | $6,407-83.1% |
| Admin fee / account holder | $12,103 | $5,336+126.8% | $5,150+135.0% | $12,270-1.4% |