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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 | $6,192 | $87,166-92.9% | $76,735-91.9% | $137,256-95.5% |
| Participation rate | 20.0% | 74.4%-54.4pp | 69.5%-49.5pp | 80.0%-60.0pp |
| Annual return | 6.52% | 26.50%-20.0pp | 29.77%-23.2pp | 220.34%-213.8pp |
| Employer contribution / active EE | $2,531 | $2,904-12.9% | $2,454+3.1% | $4,156-39.1% |
| Participant deferral / active EE | $5,695 | $4,726+20.5% | $4,088+39.3% | $6,407-11.1% |
| Admin fee / account holder | $12,381 | $8,403+47.3% | $7,189+72.2% | $12,270+0.9% |