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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 | $4,099 | $88,778-95.4% | $81,844-95.0% | $145,884-97.2% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 8.31% | 1033.03%-1024.7pp | 778.87%-770.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,495 | $3,087-51.6% | $2,916-48.7% | $4,662-67.9% |
| Participant deferral / active EE | $1,273 | $4,648-72.6% | $4,323-70.5% | $6,690-81.0% |
| Admin fee / account holder | $22,769 | $8,430+170.1% | $7,355+209.6% | $13,392+70.0% |