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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 | $16,439 | $88,815-81.5% | $81,882-79.9% | $145,897-88.7% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 9.20% | 1033.75%-1024.5pp | 779.47%-770.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,202 | $3,086-61.1% | $2,916-58.8% | $4,663-74.2% |
| Participant deferral / active EE | $1,900 | $4,647-59.1% | $4,323-56.0% | $6,689-71.6% |
| Admin fee / account holder | $3,922 | $8,434-53.5% | $7,360-46.7% | $13,390-70.7% |