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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 | $3,929 | $88,815-95.6% | $81,882-95.2% | $145,897-97.3% |
| Participation rate | 58.8% | 75.1%-16.2pp | 72.4%-13.6pp | 80.3%-21.5pp |
| Annual return | 7.48% | 1033.75%-1026.3pp | 779.47%-772.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $539 | $3,086-82.5% | $2,916-81.5% | $4,663-88.4% |
| Participant deferral / active EE | $779 | $4,647-83.2% | $4,323-82.0% | $6,689-88.4% |
| Admin fee / account holder | $963 | $8,434-88.6% | $7,360-86.9% | $13,390-92.8% |