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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 | $76,368-85.2% | $67,681-83.3% | $154,746-92.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 9.15% | 1066.77%-1057.6pp | 590.58%-581.4pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,489 | $3,151-52.8% | $2,678-44.4% | $4,379-66.0% |
| Participant deferral / active EE | $3,186 | $4,824-34.0% | $3,976-19.9% | $6,730-52.7% |
| Admin fee / account holder | $8,911 | $8,559+4.1% | $6,100+46.1% | $14,365-38.0% |