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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 | $4,997 | $88,778-94.4% | $81,844-93.9% | $145,884-96.6% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.0pp | 80.3%-22.0pp |
| Annual return | 8.72% | 1033.03%-1024.3pp | 778.87%-770.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $635 | $3,087-79.4% | $2,916-78.2% | $4,662-86.4% |
| Participant deferral / active EE | $983 | $4,648-78.9% | $4,323-77.3% | $6,690-85.3% |
| Admin fee / account holder | $1,650 | $8,430-80.4% | $7,355-77.6% | $13,392-87.7% |