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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 | $44,826 | $58,512-23.4% | $84,020-46.6% | $72,983-38.6% |
| Participation rate | 61.2% | 61.2%0pp | 69.0%-7.8pp | 69.5%-8.3pp |
| Annual return | -0.11% | 28.93%-29.0pp | 71.31%-71.4pp | 81.01%-81.1pp |
| Employer contribution / active EE | $276 | $1,163-76.3% | $1,984-86.1% | $2,440-88.7% |
| Participant deferral / active EE | $3,064 | $2,394+28.0% | $3,239-5.4% | $3,608-15.1% |
| Admin fee / account holder | $1,962 | $4,569-57.1% | $6,101-67.8% | $5,124-61.7% |