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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 | $14,023 | $99,011-85.8% | $86,582-83.8% | $147,586-90.5% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 0.57% | 1312.75%-1312.2pp | 965.08%-964.5pp | 578.59%-578.0pp |
| Employer contribution / active EE | $326 | $3,132-89.6% | $2,839-88.5% | $4,876-93.3% |
| Participant deferral / active EE | $653 | $3,972-83.6% | $3,609-81.9% | $5,439-88.0% |
| Admin fee / account holder | $419 | $5,709-92.7% | $4,904-91.5% | $10,886-96.2% |