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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 | $30,181 | $29,319+2.9% | $52,425-42.4% | $82,448-63.4% |
| Participation rate | 19.4% | 46.9%-27.4pp | 55.6%-36.2pp | 68.1%-48.6pp |
| Annual return | 12.72% | 535.20%-522.5pp | 302.12%-289.4pp | 41.64%-28.9pp |
| Employer contribution / active EE | $199 | $586-66.1% | $914-78.3% | $2,551-92.2% |
| Participant deferral / active EE | $496 | $1,171-57.7% | $1,790-72.3% | $4,139-88.0% |
| Admin fee / account holder | $2,299 | $1,962+17.1% | $2,495-7.9% | $7,234-68.2% |