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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 | $28,260 | $29,319-3.6% | $52,425-46.1% | $82,448-65.7% |
| Participation rate | 27.6% | 46.9%-19.3pp | 55.6%-28.0pp | 68.1%-40.5pp |
| Annual return | 13.90% | 535.20%-521.3pp | 302.12%-288.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $499 | $586-14.9% | $914-45.4% | $2,551-80.4% |
| Participant deferral / active EE | $1,002 | $1,171-14.5% | $1,790-44.0% | $4,139-75.8% |
| Admin fee / account holder | $3,730 | $1,962+90.1% | $2,495+49.5% | $7,234-48.4% |