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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 | $88,702-94.4% | $81,780-94.0% | $145,978-96.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 5.92% | 1029.12%-1023.2pp | 776.27%-770.3pp | 550.52%-544.6pp |
| Employer contribution / active EE | $423 | $3,084-86.3% | $2,914-85.5% | $4,662-90.9% |
| Participant deferral / active EE | $1,782 | $4,645-61.6% | $4,321-58.8% | $6,690-73.4% |
| Admin fee / account holder | $1,134 | $8,414-86.5% | $7,384-84.6% | $13,400-91.5% |