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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 | $1,325 | $76,522-98.3% | $56,033-97.6% | $145,884-99.1% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.7pp | 80.3%-23.2pp |
| Annual return | 3.21% | 3014.28%-3011.1pp | 1711.38%-1708.2pp | 551.85%-548.6pp |
| Employer contribution / active EE | $191 | $1,382-86.2% | $1,041-81.7% | $4,662-95.9% |
| Participant deferral / active EE | $231 | $2,624-91.2% | $1,954-88.2% | $6,690-96.5% |
| Admin fee / account holder | $4,107 | $3,328+23.4% | $2,827+45.3% | $13,392-69.3% |