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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 | $49,832 | $40,275+23.7% | $57,356-13.1% | $59,633-16.4% |
| Participation rate | 64.1% | 69.1%-5.0pp | 75.1%-11.0pp | 68.7%-4.6pp |
| Annual return | -3.54% | 27.52%-31.1pp | 24.41%-27.9pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $2,082 | $1,921+8.4% | $2,689-22.6% | $2,203-5.5% |
| Participant deferral / active EE | $2,253 | $2,400-6.1% | $3,162-28.7% | $3,192-29.4% |
| Admin fee / account holder | $1,048 | $2,820-62.8% | $3,357-68.8% | $4,297-75.6% |