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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 | $9,316 | $88,702-89.5% | $81,780-88.6% | $145,978-93.6% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 6.43% | 1029.12%-1022.7pp | 776.27%-769.8pp | 550.52%-544.1pp |
| Employer contribution / active EE | $385 | $3,084-87.5% | $2,914-86.8% | $4,662-91.7% |
| Participant deferral / active EE | $1,084 | $4,645-76.7% | $4,321-74.9% | $6,690-83.8% |
| Admin fee / account holder | $38,399 | $8,414+356.3% | $7,384+420.0% | $13,400+186.6% |