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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 | $45,663 | $39,132+16.7% | $57,196-20.2% | $62,881-27.4% |
| Participation rate | 62.2% | 70.5%-8.3pp | 75.3%-13.2pp | 69.3%-7.1pp |
| Annual return | 0.98% | 9.24%-8.3pp | 14.59%-13.6pp | 20.14%-19.2pp |
| Employer contribution / active EE | $927 | $1,874-50.6% | $2,683-65.5% | $2,281-59.4% |
| Participant deferral / active EE | $2,501 | $2,374+5.3% | $3,096-19.2% | $3,203-21.9% |
| Admin fee / account holder | $1,465 | $2,594-43.5% | $3,141-53.3% | $4,296-65.9% |