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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 | $2,689 | $76,519-96.5% | $56,025-95.2% | $145,897-98.2% |
| Participation rate | 61.1% | 63.2%-2.1pp | 52.5%+8.6pp | 80.3%-19.2pp |
| Annual return | 4.64% | 3017.03%-3012.4pp | 1712.69%-1708.0pp | 552.29%-547.6pp |
| Employer contribution / active EE | $151 | $1,383-89.1% | $1,042-85.5% | $4,663-96.8% |
| Participant deferral / active EE | $516 | $2,624-80.3% | $1,955-73.6% | $6,689-92.3% |
| Admin fee / account holder | $561 | $3,331-83.2% | $2,828-80.2% | $13,390-95.8% |