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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 | $28,927 | $29,319-1.3% | $52,425-44.8% | $82,448-64.9% |
| Participation rate | 16.2% | 46.9%-30.7pp | 55.6%-39.4pp | 68.1%-51.9pp |
| Annual return | 12.51% | 535.20%-522.7pp | 302.12%-289.6pp | 41.64%-29.1pp |
| Employer contribution / active EE | $292 | $586-50.1% | $914-68.0% | $2,551-88.5% |
| Participant deferral / active EE | $408 | $1,171-65.1% | $1,790-77.2% | $4,139-90.1% |
| Admin fee / account holder | $3,313 | $1,962+68.9% | $2,495+32.8% | $7,234-54.2% |