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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 | $41,756 | $41,377+0.9% | $109,313-61.8% | $62,881-33.6% |
| Participation rate | 56.8% | 57.5%-0.8pp | 71.3%-14.5pp | 69.3%-12.5pp |
| Annual return | 1.63% | 11.05%-9.4pp | 22.07%-20.4pp | 20.14%-18.5pp |
| Employer contribution / active EE | $529 | $1,276-58.5% | $3,892-86.4% | $2,281-76.8% |
| Participant deferral / active EE | $2,592 | $2,045+26.8% | $3,166-18.1% | $3,203-19.1% |
| Admin fee / account holder | $3,398 | $2,884+17.8% | $5,666-40.0% | $4,296-20.9% |