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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 | $4,926 | $88,778-94.5% | $81,844-94.0% | $145,884-96.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 5.92% | 1033.03%-1027.1pp | 778.87%-773.0pp | 551.85%-545.9pp |
| Employer contribution / active EE | $423 | $3,087-86.3% | $2,916-85.5% | $4,662-90.9% |
| Participant deferral / active EE | $1,782 | $4,648-61.7% | $4,323-58.8% | $6,690-73.4% |
| Admin fee / account holder | $1,134 | $8,430-86.6% | $7,355-84.6% | $13,392-91.5% |