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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 | $6,054 | $72,071-91.6% | $68,368-91.1% | $137,256-95.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 10.48% | 353.14%-342.7pp | 292.57%-282.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,640 | $2,788-41.2% | $2,649-38.1% | $4,156-60.5% |
| Participant deferral / active EE | $1,014 | $4,410-77.0% | $4,123-75.4% | $6,407-84.2% |
| Admin fee / account holder | $2,885 | $5,336-45.9% | $5,150-44.0% | $12,270-76.5% |