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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 | $13,852 | $88,815-84.4% | $81,882-83.1% | $145,897-90.5% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 5.25% | 1033.75%-1028.5pp | 779.47%-774.2pp | 552.29%-547.0pp |
| Employer contribution / active EE | $1,495 | $3,086-51.6% | $2,916-48.7% | $4,663-67.9% |
| Participant deferral / active EE | $3,338 | $4,647-28.2% | $4,323-22.8% | $6,689-50.1% |
| Admin fee / account holder | $673 | $8,434-92.0% | $7,360-90.9% | $13,390-95.0% |