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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 | $45,723 | $49,255-7.2% | $70,494-35.1% | $79,856-42.7% |
| Participation rate | 63.2% | 69.2%-6.0pp | 75.1%-11.9pp | 69.6%-6.5pp |
| Annual return | 2.63% | 30.10%-27.5pp | 109.16%-106.5pp | 31.71%-29.1pp |
| Employer contribution / active EE | $460 | $2,100-78.1% | $2,738-83.2% | $2,471-81.4% |
| Participant deferral / active EE | $2,384 | $2,768-13.9% | $3,711-35.7% | $3,741-36.3% |
| Admin fee / account holder | $7,036 | $2,879+144.4% | $3,848+82.8% | $5,306+32.6% |