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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 | $40,288 | $40,2750% | $57,356-29.8% | $59,633-32.4% |
| Participation rate | 60.0% | 69.1%-9.1pp | 75.1%-15.1pp | 68.7%-8.7pp |
| Annual return | -3.92% | 27.52%-31.4pp | 24.41%-28.3pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $2,854 | $1,921+48.6% | $2,689+6.2% | $2,203+29.6% |
| Participant deferral / active EE | $4,523 | $2,400+88.5% | $3,162+43.1% | $3,192+41.7% |
| Admin fee / account holder | $2,618 | $2,820-7.2% | $3,357-22.0% | $4,297-39.1% |