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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 | $88,815-87.5% | $81,882-86.4% | $145,897-92.4% |
| Participation rate | 52.6% | 75.1%-22.4pp | 72.4%-19.8pp | 80.3%-27.7pp |
| Annual return | 8.50% | 1033.75%-1025.2pp | 779.47%-771.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $947 | $3,086-69.3% | $2,916-67.5% | $4,663-79.7% |
| Participant deferral / active EE | $1,015 | $4,647-78.2% | $4,323-76.5% | $6,689-84.8% |
| Admin fee / account holder | $21,702 | $8,434+157.3% | $7,360+194.9% | $13,390+62.1% |