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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 | $7,693 | $76,634-90.0% | $56,054-86.3% | $145,978-94.7% |
| Participation rate | 9.5% | 63.2%-53.7pp | 52.5%-43.0pp | 80.3%-70.8pp |
| Annual return | 0.73% | 3004.33%-3003.6pp | 1705.95%-1705.2pp | 550.52%-549.8pp |
| Employer contribution / active EE | $39 | $1,380-97.2% | $1,039-96.3% | $4,662-99.2% |
| Participant deferral / active EE | $420 | $2,622-84.0% | $1,952-78.5% | $6,690-93.7% |
| Admin fee / account holder | $2,749 | $3,321-17.2% | $2,822-2.6% | $13,400-79.5% |