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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 | $76,522-92.3% | $56,033-89.5% | $145,884-96.0% |
| Participation rate | 17.6% | 63.2%-45.6pp | 52.5%-34.8pp | 80.3%-62.7pp |
| Annual return | 3.23% | 3014.28%-3011.0pp | 1711.38%-1708.1pp | 551.85%-548.6pp |
| Employer contribution / active EE | $192 | $1,382-86.1% | $1,041-81.5% | $4,662-95.9% |
| Participant deferral / active EE | $227 | $2,624-91.4% | $1,954-88.4% | $6,690-96.6% |
| Admin fee / account holder | $1,447 | $3,328-56.5% | $2,827-48.8% | $13,392-89.2% |