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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 | $9,013 | $76,634-88.2% | $56,054-83.9% | $145,978-93.8% |
| Participation rate | 53.8% | 63.2%-9.4pp | 52.5%+1.4pp | 80.3%-26.4pp |
| Annual return | 5.22% | 3004.33%-2999.1pp | 1705.95%-1700.7pp | 550.52%-545.3pp |
| Employer contribution / active EE | $850 | $1,380-38.4% | $1,039-18.2% | $4,662-81.8% |
| Participant deferral / active EE | $2,307 | $2,622-12.0% | $1,952+18.2% | $6,690-65.5% |
| Admin fee / account holder | $1,451 | $3,321-56.3% | $2,822-48.6% | $13,400-89.2% |