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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 | $6,256 | $85,024-92.6% | $70,544-91.1% | $139,466-95.5% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.4%-5.9pp | 80.3%-17.8pp |
| Annual return | 9.53% | 30.39%-20.9pp | 32.79%-23.3pp | 373.66%-364.1pp |
| Employer contribution / active EE | $755 | $3,912-80.7% | $2,976-74.6% | $4,754-84.1% |
| Participant deferral / active EE | $1,397 | $5,891-76.3% | $4,568-69.4% | $6,712-79.2% |
| Admin fee / account holder | $4,810 | $8,928-46.1% | $6,427-25.2% | $11,409-57.8% |