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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 | $42,105 | $39,132+7.6% | $57,196-26.4% | $62,881-33.0% |
| Participation rate | 44.4% | 70.5%-26.0pp | 75.3%-30.9pp | 69.3%-24.9pp |
| Annual return | -3.24% | 9.24%-12.5pp | 14.59%-17.8pp | 20.14%-23.4pp |
| Employer contribution / active EE | $4,274 | $1,874+128.1% | $2,683+59.3% | $2,281+87.4% |
| Participant deferral / active EE | $767 | $2,374-67.7% | $3,096-75.2% | $3,203-76.1% |
| Admin fee / account holder | $2,193 | $2,594-15.5% | $3,141-30.2% | $4,296-49.0% |