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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 | $50,144 | $48,364+3.7% | $71,796-30.2% | $62,881-20.3% |
| Participation rate | 59.3% | 60.6%-1.4pp | 69.1%-9.9pp | 69.3%-10.0pp |
| Annual return | 3.29% | 13.16%-9.9pp | 78.04%-74.8pp | 20.14%-16.9pp |
| Employer contribution / active EE | $430 | $1,042-58.7% | $1,924-77.6% | $2,281-81.1% |
| Participant deferral / active EE | $2,577 | $2,091+23.2% | $2,794-7.8% | $3,203-19.6% |
| Admin fee / account holder | $3,976 | $3,771+5.4% | $4,815-17.4% | $4,296-7.4% |