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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 | $5,723 | $88,710-93.5% | $81,783-93.0% | $145,959-96.1% |
| Participation rate | 56.3% | 75.0%-18.8pp | 72.4%-16.1pp | 80.3%-24.0pp |
| Annual return | 5.88% | 1027.26%-1021.4pp | 775.05%-769.2pp | 561.95%-556.1pp |
| Employer contribution / active EE | $994 | $3,083-67.8% | $2,913-65.9% | $4,661-78.7% |
| Participant deferral / active EE | $1,182 | $4,645-74.5% | $4,320-72.6% | $6,689-82.3% |
| Admin fee / account holder | $366 | $8,407-95.7% | $7,380-95.0% | $13,398-97.3% |