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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 | $46,600 | $48,313-3.5% | $73,309-36.4% | $52,331-11.0% |
| Participation rate | 69.1% | 68.6%+0.5pp | 74.9%-5.8pp | 68.1%+1.0pp |
| Annual return | -1.79% | 3.85%-5.6pp | 5.67%-7.5pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,992 | $1,661+19.9% | $3,237-38.5% | $1,882+5.9% |
| Participant deferral / active EE | $3,198 | $4,189-23.6% | $4,991-35.9% | $3,022+5.8% |
| Admin fee / account holder | $2,665 | $404+559.8% | $5,635-52.7% | $592+350.5% |