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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 | $5,874 | $76,519-92.3% | $56,025-89.5% | $145,897-96.0% |
| Participation rate | 17.6% | 63.2%-45.6pp | 52.5%-34.9pp | 80.3%-62.7pp |
| Annual return | 3.23% | 3017.03%-3013.8pp | 1712.69%-1709.5pp | 552.29%-549.1pp |
| Employer contribution / active EE | $192 | $1,383-86.1% | $1,042-81.6% | $4,663-95.9% |
| Participant deferral / active EE | $227 | $2,624-91.4% | $1,955-88.4% | $6,689-96.6% |
| Admin fee / account holder | $1,447 | $3,331-56.6% | $2,828-48.8% | $13,390-89.2% |