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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 | $16,505 | $88,815-81.4% | $81,882-79.8% | $145,897-88.7% |
| Participation rate | 41.7% | 75.1%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 4.27% | 1033.75%-1029.5pp | 779.47%-775.2pp | 552.29%-548.0pp |
| Employer contribution / active EE | $1,216 | $3,086-60.6% | $2,916-58.3% | $4,663-73.9% |
| Participant deferral / active EE | $3,161 | $4,647-32.0% | $4,323-26.9% | $6,689-52.7% |
| Admin fee / account holder | $11,602 | $8,434+37.6% | $7,360+57.6% | $13,390-13.4% |