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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 | $44,762 | $49,025-8.7% | $87,502-48.8% | $62,881-28.8% |
| Participation rate | 64.3% | 64.9%-0.6pp | 73.8%-9.6pp | 69.3%-5.0pp |
| Annual return | -3.20% | 10.02%-13.2pp | 12.21%-15.4pp | 20.14%-23.3pp |
| Employer contribution / active EE | $992 | $1,372-27.7% | $2,550-61.1% | $2,281-56.5% |
| Participant deferral / active EE | $2,471 | $2,289+7.9% | $3,149-21.5% | $3,203-22.8% |
| Admin fee / account holder | $1,376 | $4,065-66.2% | $4,221-67.4% | $4,296-68.0% |