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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 | $26,138 | $28,624-8.7% | $53,647-51.3% | $82,637-68.4% |
| Participation rate | 50.5% | 47.3%+3.3pp | 56.3%-5.8pp | 68.1%-17.5pp |
| Annual return | 10.72% | 664.98%-654.3pp | 358.33%-347.6pp | 53.51%-42.8pp |
| Employer contribution / active EE | $674 | $637+5.9% | $962-29.9% | $2,552-73.6% |
| Participant deferral / active EE | $1,508 | $1,196+26.1% | $1,813-16.8% | $4,126-63.5% |
| Admin fee / account holder | $5,326 | $2,022+163.4% | $2,460+116.5% | $7,339-27.4% |