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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 | $88,702-81.5% | $81,780-79.9% | $145,978-88.7% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 9.20% | 1029.12%-1019.9pp | 776.27%-767.1pp | 550.52%-541.3pp |
| Employer contribution / active EE | $1,202 | $3,084-61.0% | $2,914-58.8% | $4,662-74.2% |
| Participant deferral / active EE | $1,900 | $4,645-59.1% | $4,321-56.0% | $6,690-71.6% |
| Admin fee / account holder | $3,922 | $8,414-53.4% | $7,384-46.9% | $13,400-70.7% |