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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 | $49,327 | $52,580-6.2% | $71,671-31.2% | $70,126-29.7% |
| Participation rate | 60.7% | 60.9%-0.2pp | 68.7%-8.0pp | 69.5%-8.8pp |
| Annual return | 10.16% | 20.25%-10.1pp | 20.65%-10.5pp | 73.15%-63.0pp |
| Employer contribution / active EE | $961 | $1,616-40.5% | $2,460-60.9% | $2,343-59.0% |
| Participant deferral / active EE | $2,367 | $2,386-0.8% | $3,438-31.1% | $3,332-29.0% |
| Admin fee / account holder | $8,925 | $3,653+144.3% | $5,558+60.6% | $4,645+92.1% |