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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 | $88,778-90.8% | $81,844-90.0% | $145,884-94.4% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 9.51% | 1033.03%-1023.5pp | 778.87%-769.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $880 | $3,087-71.5% | $2,916-69.8% | $4,662-81.1% |
| Participant deferral / active EE | $880 | $4,648-81.1% | $4,323-79.6% | $6,690-86.8% |
| Admin fee / account holder | $674 | $8,430-92.0% | $7,355-90.8% | $13,392-95.0% |