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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 | $22,894 | $29,319-21.9% | $52,425-56.3% | $82,448-72.2% |
| Participation rate | 56.6% | 46.9%+9.7pp | 55.6%+1.0pp | 68.1%-11.5pp |
| Annual return | 14.09% | 535.20%-521.1pp | 302.12%-288.0pp | 41.64%-27.6pp |
| Employer contribution / active EE | $574 | $586-2.1% | $914-37.2% | $2,551-77.5% |
| Participant deferral / active EE | $995 | $1,171-15.0% | $1,790-44.4% | $4,139-76.0% |
| Admin fee / account holder | $1,078 | $1,962-45.1% | $2,495-56.8% | $7,234-85.1% |