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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 | $50,161 | $60,349-16.9% | $74,184-32.4% | $62,881-20.2% |
| Participation rate | 67.3% | 72.7%-5.4pp | 76.6%-9.3pp | 69.3%-2.0pp |
| Annual return | 3.73% | 21.38%-17.6pp | 17.74%-14.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $929 | $1,680-44.7% | $2,370-60.8% | $2,281-59.3% |
| Participant deferral / active EE | $3,100 | $2,856+8.5% | $3,550-12.7% | $3,203-3.2% |
| Admin fee / account holder | $6,058 | $4,261+42.2% | $5,586+8.5% | $4,296+41.0% |