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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 | $88,710-87.3% | $81,783-86.2% | $145,959-92.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.27% | 1027.26%-1019.0pp | 775.05%-766.8pp | 561.95%-553.7pp |
| Employer contribution / active EE | $2,401 | $3,083-22.1% | $2,913-17.6% | $4,661-48.5% |
| Participant deferral / active EE | $2,392 | $4,645-48.5% | $4,320-44.6% | $6,689-64.2% |
| Admin fee / account holder | $7,312 | $8,407-13.0% | $7,380-0.9% | $13,398-45.4% |