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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 | $102,595-92.8% | $94,057-92.1% | $154,746-95.2% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 5.69% | 583.42%-577.7pp | 480.62%-474.9pp | 172.34%-166.6pp |
| Employer contribution / active EE | $842 | $3,147-73.2% | $2,933-71.3% | $4,379-80.8% |
| Participant deferral / active EE | $1,946 | $5,118-62.0% | $4,709-58.7% | $6,730-71.1% |
| Admin fee / account holder | $4,266 | $7,736-44.9% | $7,244-41.1% | $14,365-70.3% |