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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 | $27,731 | $176,688-84.3% | $130,660-78.8% | $152,897-81.9% |
| Participation rate | 35.3% | 79.0%-43.7pp | 71.7%-36.5pp | 82.5%-47.2pp |
| Annual return | 1.42% | 2693.08%-2691.7pp | 1709.29%-1707.9pp | 345.43%-344.0pp |
| Employer contribution / active EE | $120 | $5,743-97.9% | $4,092-97.1% | $4,764-97.5% |
| Participant deferral / active EE | $402 | $4,362-90.8% | $3,603-88.8% | $5,851-93.1% |
| Admin fee / account holder | $703 | $7,131-90.1% | $5,463-87.1% | $11,599-93.9% |