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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 | $41,360 | $56,894-27.3% | $84,753-51.2% | $62,881-34.2% |
| Participation rate | 59.5% | 68.5%-9.1pp | 76.6%-17.1pp | 69.3%-9.8pp |
| Annual return | -1.91% | 6.30%-8.2pp | 22.78%-24.7pp | 20.14%-22.1pp |
| Employer contribution / active EE | $463 | $2,400-80.7% | $3,574-87.0% | $2,281-79.7% |
| Participant deferral / active EE | $2,260 | $2,709-16.6% | $3,712-39.1% | $3,203-29.5% |
| Admin fee / account holder | $3,458 | $3,581-3.4% | $5,333-35.2% | $4,296-19.5% |