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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 | $30,635 | $52,306-41.4% | $69,779-56.1% | $62,881-51.3% |
| Participation rate | 69.7% | 67.2%+2.5pp | 71.8%-2.1pp | 69.3%+0.4pp |
| Annual return | -1.49% | 13.35%-14.8pp | 12.99%-14.5pp | 20.14%-21.6pp |
| Employer contribution / active EE | $380 | $1,799-78.9% | $2,338-83.8% | $2,281-83.4% |
| Participant deferral / active EE | $1,022 | $2,395-57.3% | $2,931-65.1% | $3,203-68.1% |
| Admin fee / account holder | $5,097 | $3,691+38.1% | $4,381+16.3% | $4,296+18.6% |