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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 | $7,188 | $88,754-91.9% | $81,820-91.2% | $145,877-95.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.01% | 1031.77%-1025.8pp | 777.93%-771.9pp | 551.28%-545.3pp |
| Employer contribution / active EE | $1,786 | $3,085-42.1% | $2,915-38.7% | $4,663-61.7% |
| Participant deferral / active EE | $3,019 | $4,648-35.0% | $4,323-30.2% | $6,691-54.9% |
| Admin fee / account holder | $35,134 | $8,424+317.1% | $7,391+375.4% | $13,402+162.2% |