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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 | $29,319+0.8% | $52,425-43.6% | $82,448-64.2% |
| Participation rate | 25.6% | 46.9%-21.3pp | 55.6%-30.1pp | 68.1%-42.5pp |
| Annual return | 12.54% | 535.20%-522.7pp | 302.12%-289.6pp | 41.64%-29.1pp |
| Employer contribution / active EE | $532 | $586-9.3% | $914-41.8% | $2,551-79.1% |
| Participant deferral / active EE | $930 | $1,171-20.6% | $1,790-48.1% | $4,139-77.5% |
| Admin fee / account holder | $2,014 | $1,962+2.6% | $2,495-19.3% | $7,234-72.2% |