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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 | $9,073 | $72,071-87.4% | $68,368-86.7% | $137,256-93.4% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 8.31% | 353.14%-344.8pp | 292.57%-284.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,143 | $2,788-59.0% | $2,649-56.9% | $4,156-72.5% |
| Participant deferral / active EE | $1,780 | $4,410-59.6% | $4,123-56.8% | $6,407-72.2% |
| Admin fee / account holder | $5,989 | $5,336+12.2% | $5,150+16.3% | $12,270-51.2% |