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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 | $1,666 | $81,763-98.0% | $58,561-97.2% | $139,466-98.8% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 2.51% | 7427.77%-7425.3pp | 4251.33%-4248.8pp | 373.66%-371.2pp |
| Employer contribution / active EE | $585 | $1,398-58.2% | $1,053-44.5% | $4,754-87.7% |
| Participant deferral / active EE | $445 | $2,555-82.6% | $1,923-76.9% | $6,712-93.4% |
| Admin fee / account holder | $364 | $3,273-88.9% | $2,520-85.6% | $11,409-96.8% |