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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 | $88,702-95.8% | $81,780-95.4% | $145,978-97.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 6.85% | 1029.12%-1022.3pp | 776.27%-769.4pp | 550.52%-543.7pp |
| Employer contribution / active EE | $956 | $3,084-69.0% | $2,914-67.2% | $4,662-79.5% |
| Participant deferral / active EE | $1,171 | $4,645-74.8% | $4,321-72.9% | $6,690-82.5% |
| Admin fee / account holder | $3,008 | $8,414-64.3% | $7,384-59.3% | $13,400-77.6% |