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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 | $28,327 | $29,319-3.4% | $52,425-46.0% | $82,448-65.6% |
| Participation rate | 31.4% | 46.9%-15.5pp | 55.6%-24.2pp | 68.1%-36.7pp |
| Annual return | 13.23% | 535.20%-522.0pp | 302.12%-288.9pp | 41.64%-28.4pp |
| Employer contribution / active EE | $227 | $586-61.4% | $914-75.2% | $2,551-91.1% |
| Participant deferral / active EE | $1,259 | $1,171+7.5% | $1,790-29.7% | $4,139-69.6% |
| Admin fee / account holder | $3,491 | $1,962+77.9% | $2,495+39.9% | $7,234-51.7% |