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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 | $88,702-95.6% | $81,780-95.2% | $145,978-97.3% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.4%-13.5pp | 80.3%-21.5pp |
| Annual return | 7.48% | 1029.12%-1021.6pp | 776.27%-768.8pp | 550.52%-543.0pp |
| Employer contribution / active EE | $539 | $3,084-82.5% | $2,914-81.5% | $4,662-88.4% |
| Participant deferral / active EE | $779 | $4,645-83.2% | $4,321-82.0% | $6,690-88.4% |
| Admin fee / account holder | $963 | $8,414-88.6% | $7,384-87.0% | $13,400-92.8% |