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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 | $83,238 | $156,963-47.0% | $121,204-31.3% | $139,466-40.3% |
| Participation rate | 43.8% | 76.5%-32.7pp | 69.5%-25.8pp | 80.3%-36.6pp |
| Annual return | 3.49% | 1476.75%-1473.3pp | 987.18%-983.7pp | 373.66%-370.2pp |
| Employer contribution / active EE | $403 | $5,544-92.7% | $4,170-90.3% | $4,754-91.5% |
| Participant deferral / active EE | $510 | $4,848-89.5% | $4,083-87.5% | $6,712-92.4% |
| Admin fee / account holder | $331 | $6,953-95.2% | $5,651-94.2% | $11,409-97.1% |