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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 | $4,152 | $72,071-94.2% | $68,368-93.9% | $137,256-97.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 9.90% | 353.14%-343.2pp | 292.57%-282.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $566 | $2,788-79.7% | $2,649-78.7% | $4,156-86.4% |
| Participant deferral / active EE | $1,295 | $4,410-70.6% | $4,123-68.6% | $6,407-79.8% |
| Admin fee / account holder | $3,376 | $5,336-36.7% | $5,150-34.4% | $12,270-72.5% |