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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 | $3,758 | $88,710-95.8% | $81,783-95.4% | $145,959-97.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 6.85% | 1027.26%-1020.4pp | 775.05%-768.2pp | 561.95%-555.1pp |
| Employer contribution / active EE | $956 | $3,083-69.0% | $2,913-67.2% | $4,661-79.5% |
| Participant deferral / active EE | $1,171 | $4,645-74.8% | $4,320-72.9% | $6,689-82.5% |
| Admin fee / account holder | $3,008 | $8,407-64.2% | $7,380-59.2% | $13,398-77.5% |