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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 | $45,956 | $39,126+17.5% | $57,181-19.6% | $62,891-26.9% |
| Participation rate | 63.0% | 70.5%-7.5pp | 75.3%-12.3pp | 69.3%-6.3pp |
| Annual return | -0.97% | 9.24%-10.2pp | 14.59%-15.6pp | 20.14%-21.1pp |
| Employer contribution / active EE | $579 | $1,874-69.1% | $2,682-78.4% | $2,281-74.6% |
| Participant deferral / active EE | $1,393 | $2,374-41.3% | $3,096-55.0% | $3,203-56.5% |
| Admin fee / account holder | $2,472 | $2,593-4.7% | $3,139-21.3% | $4,296-42.5% |