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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 | $88,702-81.4% | $81,780-79.8% | $145,978-88.7% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 4.27% | 1029.12%-1024.8pp | 776.27%-772.0pp | 550.52%-546.2pp |
| Employer contribution / active EE | $1,216 | $3,084-60.6% | $2,914-58.3% | $4,662-73.9% |
| Participant deferral / active EE | $3,161 | $4,645-31.9% | $4,321-26.8% | $6,690-52.7% |
| Admin fee / account holder | $11,602 | $8,414+37.9% | $7,384+57.1% | $13,400-13.4% |