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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 | $11,294 | $68,097-83.4% | $62,929-82.1% | $137,256-91.8% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 9.15% | 1859.11%-1850.0pp | 1063.93%-1054.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,489 | $2,811-47.0% | $2,505-40.6% | $4,156-64.2% |
| Participant deferral / active EE | $3,186 | $4,553-30.0% | $3,888-18.1% | $6,407-50.3% |
| Admin fee / account holder | $8,911 | $6,521+36.6% | $5,065+75.9% | $12,270-27.4% |