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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 | $11,864 | $88,702-86.6% | $81,780-85.5% | $145,978-91.9% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 1.84% | 1029.12%-1027.3pp | 776.27%-774.4pp | 550.52%-548.7pp |
| Employer contribution / active EE | $686 | $3,084-77.8% | $2,914-76.5% | $4,662-85.3% |
| Participant deferral / active EE | $1,600 | $4,645-65.6% | $4,321-63.0% | $6,690-76.1% |
| Admin fee / account holder | $1,102 | $8,414-86.9% | $7,384-85.1% | $13,400-91.8% |