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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 | $6,886 | $76,522-91.0% | $56,033-87.7% | $145,884-95.3% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.1pp | 80.3%-58.9pp |
| Annual return | 3.83% | 3014.28%-3010.5pp | 1711.38%-1707.6pp | 551.85%-548.0pp |
| Employer contribution / active EE | $222 | $1,382-83.9% | $1,041-78.6% | $4,662-95.2% |
| Participant deferral / active EE | $358 | $2,624-86.4% | $1,954-81.7% | $6,690-94.7% |
| Admin fee / account holder | $915 | $3,328-72.5% | $2,827-67.6% | $13,392-93.2% |