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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 | $28,609 | $29,670-3.6% | $56,054-49.0% | $80,911-64.6% |
| Participation rate | 48.6% | 41.7%+6.9pp | 52.5%-3.9pp | 67.6%-19.0pp |
| Annual return | 10.02% | 35.24%-25.2pp | 1705.95%-1695.9pp | 35.63%-25.6pp |
| Employer contribution / active EE | $464 | $670-30.7% | $1,039-55.3% | $2,756-83.2% |
| Participant deferral / active EE | $1,344 | $1,227+9.5% | $1,952-31.2% | $4,297-68.7% |
| Admin fee / account holder | $2,487 | $2,431+2.3% | $2,822-11.9% | $6,935-64.1% |