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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 | $6,474 | $97,125-93.3% | $86,233-92.5% | $137,256-95.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 6.62% | 74.19%-67.6pp | 61.39%-54.8pp | 220.34%-213.7pp |
| Employer contribution / active EE | $995 | $2,841-65.0% | $2,504-60.3% | $4,156-76.1% |
| Participant deferral / active EE | $1,103 | $5,180-78.7% | $4,559-75.8% | $6,407-82.8% |
| Admin fee / account holder | $3,748 | $9,725-61.5% | $8,342-55.1% | $12,270-69.5% |