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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 | $58,513 | $58,4930% | $84,021-30.4% | $72,975-19.8% |
| Participation rate | 58.1% | 61.2%-3.2pp | 69.0%-11.0pp | 69.5%-11.4pp |
| Annual return | 5.86% | 28.93%-23.1pp | 71.32%-65.5pp | 81.01%-75.2pp |
| Employer contribution / active EE | $427 | $1,163-63.2% | $1,984-78.5% | $2,440-82.5% |
| Participant deferral / active EE | $1,914 | $2,394-20.0% | $3,239-40.9% | $3,608-46.9% |
| Admin fee / account holder | $629 | $4,569-86.2% | $6,102-89.7% | $5,124-87.7% |