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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 | $8,431 | $88,815-90.5% | $81,882-89.7% | $145,897-94.2% |
| Participation rate | 38.1% | 75.1%-37.0pp | 72.4%-34.3pp | 80.3%-42.2pp |
| Annual return | 6.21% | 1033.75%-1027.5pp | 779.47%-773.3pp | 552.29%-546.1pp |
| Employer contribution / active EE | $831 | $3,086-73.1% | $2,916-71.5% | $4,663-82.2% |
| Participant deferral / active EE | $1,418 | $4,647-69.5% | $4,323-67.2% | $6,689-78.8% |
| Admin fee / account holder | $3,829 | $8,434-54.6% | $7,360-48.0% | $13,390-71.4% |