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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 | $8,156 | $88,702-90.8% | $81,780-90.0% | $145,978-94.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 9.51% | 1029.12%-1019.6pp | 776.27%-766.8pp | 550.52%-541.0pp |
| Employer contribution / active EE | $880 | $3,084-71.5% | $2,914-69.8% | $4,662-81.1% |
| Participant deferral / active EE | $880 | $4,645-81.1% | $4,321-79.6% | $6,690-86.8% |
| Admin fee / account holder | $674 | $8,414-92.0% | $7,384-90.9% | $13,400-95.0% |