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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 | $6,134 | $88,778-93.1% | $81,844-92.5% | $145,884-95.8% |
| Participation rate | 46.7% | 75.1%-28.4pp | 72.4%-25.7pp | 80.3%-33.6pp |
| Annual return | 4.36% | 1033.03%-1028.7pp | 778.87%-774.5pp | 551.85%-547.5pp |
| Employer contribution / active EE | $951 | $3,087-69.2% | $2,916-67.4% | $4,662-79.6% |
| Participant deferral / active EE | $1,357 | $4,648-70.8% | $4,323-68.6% | $6,690-79.7% |
| Admin fee / account holder | $6,725 | $8,430-20.2% | $7,355-8.6% | $13,392-49.8% |