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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 | $4,849 | $76,608-93.7% | $56,077-91.4% | $145,877-96.7% |
| Participation rate | 14.3% | 63.2%-49.0pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 5.03% | 3009.59%-3004.6pp | 1709.28%-1704.2pp | 551.28%-546.3pp |
| Employer contribution / active EE | $129 | $1,382-90.6% | $1,040-87.6% | $4,663-97.2% |
| Participant deferral / active EE | $2,150 | $2,624-18.1% | $1,954+10.0% | $6,691-67.9% |
| Admin fee / account holder | $42,760 | $3,325+1186.0% | $2,825+1413.7% | $13,402+219.1% |