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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 | $6,750 | $99,053-93.2% | $88,179-92.3% | $138,895-95.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.1%-35.8pp | 79.9%-46.6pp |
| Annual return | 7.67% | 78.17%-70.5pp | 64.97%-57.3pp | 145.39%-137.7pp |
| Employer contribution / active EE | $1,934 | $2,882-32.9% | $2,549-24.1% | $4,194-53.9% |
| Participant deferral / active EE | $1,051 | $5,225-79.9% | $4,614-77.2% | $6,396-83.6% |
| Admin fee / account holder | $5,419 | $8,748-38.1% | $7,673-29.4% | $12,562-56.9% |