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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 | $9,302 | $88,702-89.5% | $81,780-88.6% | $145,978-93.6% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 5.91% | 1029.12%-1023.2pp | 776.27%-770.4pp | 550.52%-544.6pp |
| Employer contribution / active EE | $490 | $3,084-84.1% | $2,914-83.2% | $4,662-89.5% |
| Participant deferral / active EE | $748 | $4,645-83.9% | $4,321-82.7% | $6,690-88.8% |
| Admin fee / account holder | $2,196 | $8,414-73.9% | $7,384-70.3% | $13,400-83.6% |