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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 | $88,778-84.4% | $81,844-83.1% | $145,884-90.5% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 5.25% | 1033.03%-1027.8pp | 778.87%-773.6pp | 551.85%-546.6pp |
| Employer contribution / active EE | $1,495 | $3,087-51.6% | $2,916-48.7% | $4,662-67.9% |
| Participant deferral / active EE | $3,338 | $4,648-28.2% | $4,323-22.8% | $6,690-50.1% |
| Admin fee / account holder | $673 | $8,430-92.0% | $7,355-90.9% | $13,392-95.0% |