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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 | $133,036 | $45,438+192.8% | $80,004+66.3% | $59,633+123.1% |
| Participation rate | 40.0% | 63.7%-23.7pp | 73.0%-33.0pp | 68.7%-28.7pp |
| Annual return | -2.86% | 5.10%-8.0pp | 7.63%-10.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $1,284 | $1,236+3.9% | $2,473-48.1% | $2,203-41.7% |
| Participant deferral / active EE | $2,902 | $2,231+30.1% | $3,204-9.4% | $3,192-9.1% |
| Admin fee / account holder | $6,250 | $3,464+80.4% | $5,033+24.2% | $4,297+45.4% |