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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 | $14,148 | $88,754-84.1% | $81,820-82.7% | $145,877-90.3% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 6.87% | 1031.77%-1024.9pp | 777.93%-771.1pp | 551.28%-544.4pp |
| Employer contribution / active EE | $1,561 | $3,085-49.4% | $2,915-46.5% | $4,663-66.5% |
| Participant deferral / active EE | $1,101 | $4,648-76.3% | $4,323-74.5% | $6,691-83.5% |
| Admin fee / account holder | $1,328 | $8,424-84.2% | $7,391-82.0% | $13,402-90.1% |