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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 | $4,233 | $72,071-94.1% | $68,368-93.8% | $137,256-96.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 9.42% | 353.14%-343.7pp | 292.57%-283.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $665 | $2,788-76.2% | $2,649-74.9% | $4,156-84.0% |
| Participant deferral / active EE | $788 | $4,410-82.1% | $4,123-80.9% | $6,407-87.7% |
| Admin fee / account holder | $4,481 | $5,336-16.0% | $5,150-13.0% | $12,270-63.5% |