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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 | $11,144 | $88,710-87.4% | $81,783-86.4% | $145,959-92.4% |
| Participation rate | 52.6% | 75.0%-22.4pp | 72.4%-19.7pp | 80.3%-27.7pp |
| Annual return | 8.50% | 1027.26%-1018.8pp | 775.05%-766.6pp | 561.95%-553.4pp |
| Employer contribution / active EE | $947 | $3,083-69.3% | $2,913-67.5% | $4,661-79.7% |
| Participant deferral / active EE | $1,015 | $4,645-78.1% | $4,320-76.5% | $6,689-84.8% |
| Admin fee / account holder | $21,702 | $8,407+158.1% | $7,380+194.1% | $13,398+62.0% |