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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 | $7,400 | $72,071-89.7% | $68,368-89.2% | $137,256-94.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 5.69% | 353.14%-347.4pp | 292.57%-286.9pp | 220.34%-214.6pp |
| Employer contribution / active EE | $842 | $2,788-69.8% | $2,649-68.2% | $4,156-79.7% |
| Participant deferral / active EE | $1,946 | $4,410-55.9% | $4,123-52.8% | $6,407-69.6% |
| Admin fee / account holder | $4,266 | $5,336-20.1% | $5,150-17.2% | $12,270-65.2% |