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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 | $9,331 | $114,119-91.8% | $107,187-91.3% | $138,895-93.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 6.99% | 273.21%-266.2pp | 204.55%-197.6pp | 145.39%-138.4pp |
| Employer contribution / active EE | $3,018 | $4,059-25.7% | $3,782-20.2% | $4,194-28.1% |
| Participant deferral / active EE | $3,945 | $5,538-28.8% | $5,096-22.6% | $6,396-38.3% |
| Admin fee / account holder | $3,421 | $10,024-65.9% | $9,162-62.7% | $12,562-72.8% |