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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 | $10,967 | $102,595-89.3% | $94,057-88.3% | $154,746-92.9% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 9.91% | 583.42%-573.5pp | 480.62%-470.7pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,144 | $3,147-63.6% | $2,933-61.0% | $4,379-73.9% |
| Participant deferral / active EE | $1,705 | $5,118-66.7% | $4,709-63.8% | $6,730-74.7% |
| Admin fee / account holder | $698 | $7,736-91.0% | $7,244-90.4% | $14,365-95.1% |