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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 | $6,296 | $72,071-91.3% | $68,368-90.8% | $137,256-95.4% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 12.74% | 353.14%-340.4pp | 292.57%-279.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,457 | $2,788-47.8% | $2,649-45.0% | $4,156-65.0% |
| Participant deferral / active EE | $1,605 | $4,410-63.6% | $4,123-61.1% | $6,407-74.9% |
| Admin fee / account holder | $5,026 | $5,336-5.8% | $5,150-2.4% | $12,270-59.0% |