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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 | $88,754-95.8% | $81,820-95.4% | $145,877-97.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 6.85% | 1031.77%-1024.9pp | 777.93%-771.1pp | 551.28%-544.4pp |
| Employer contribution / active EE | $956 | $3,085-69.0% | $2,915-67.2% | $4,663-79.5% |
| Participant deferral / active EE | $1,171 | $4,648-74.8% | $4,323-72.9% | $6,691-82.5% |
| Admin fee / account holder | $3,008 | $8,424-64.3% | $7,391-59.3% | $13,402-77.6% |