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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 | $11,292 | $88,815-87.3% | $81,882-86.2% | $145,897-92.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.27% | 1033.75%-1025.5pp | 779.47%-771.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $2,401 | $3,086-22.2% | $2,916-17.7% | $4,663-48.5% |
| Participant deferral / active EE | $2,392 | $4,647-48.5% | $4,323-44.7% | $6,689-64.2% |
| Admin fee / account holder | $7,312 | $8,434-13.3% | $7,360-0.6% | $13,390-45.4% |