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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 | $4,343 | $68,097-93.6% | $62,929-93.1% | $137,256-96.8% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.0%-42.5pp |
| Annual return | 10.26% | 1859.11%-1848.9pp | 1063.93%-1053.7pp | 220.34%-210.1pp |
| Employer contribution / active EE | $515 | $2,811-81.7% | $2,505-79.5% | $4,156-87.6% |
| Participant deferral / active EE | $1,366 | $4,553-70.0% | $3,888-64.9% | $6,407-78.7% |
| Admin fee / account holder | $2,557 | $6,521-60.8% | $5,065-49.5% | $12,270-79.2% |