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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 | $88,710-81.4% | $81,783-79.8% | $145,959-88.7% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 4.27% | 1027.26%-1023.0pp | 775.05%-770.8pp | 561.95%-557.7pp |
| Employer contribution / active EE | $1,216 | $3,083-60.6% | $2,913-58.3% | $4,661-73.9% |
| Participant deferral / active EE | $3,161 | $4,645-31.9% | $4,320-26.8% | $6,689-52.7% |
| Admin fee / account holder | $11,602 | $8,407+38.0% | $7,380+57.2% | $13,398-13.4% |