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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 | $29,550 | $28,624+3.2% | $53,647-44.9% | $82,637-64.2% |
| Participation rate | 25.6% | 47.3%-21.7pp | 56.3%-30.7pp | 68.1%-42.5pp |
| Annual return | 12.54% | 664.98%-652.4pp | 358.33%-345.8pp | 53.51%-41.0pp |
| Employer contribution / active EE | $532 | $637-16.5% | $962-44.7% | $2,552-79.2% |
| Participant deferral / active EE | $930 | $1,196-22.3% | $1,813-48.7% | $4,126-77.5% |
| Admin fee / account holder | $2,014 | $2,022-0.4% | $2,460-18.1% | $7,339-72.6% |