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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 | $7,372 | $97,125-92.4% | $86,233-91.5% | $137,256-94.6% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.0%-11.9pp | 80.0%-22.8pp |
| Annual return | 9.28% | 74.19%-64.9pp | 61.39%-52.1pp | 220.34%-211.1pp |
| Employer contribution / active EE | $842 | $2,841-70.4% | $2,504-66.4% | $4,156-79.8% |
| Participant deferral / active EE | $1,500 | $5,180-71.0% | $4,559-67.1% | $6,407-76.6% |
| Admin fee / account holder | $526 | $9,725-94.6% | $8,342-93.7% | $12,270-95.7% |