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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 | $65,976 | $48,050+37.3% | $85,969-23.3% | $59,633+10.6% |
| Participation rate | 69.2% | 64.5%+4.8pp | 76.5%-7.3pp | 68.7%+0.6pp |
| Annual return | -8.35% | 0.29%-8.6pp | 9.32%-17.7pp | 2041.45%-2049.8pp |
| Employer contribution / active EE | $747 | $1,640-54.4% | $3,474-78.5% | $2,203-66.1% |
| Participant deferral / active EE | $2,590 | $2,249+15.2% | $3,829-32.4% | $3,192-18.8% |
| Admin fee / account holder | $3,280 | $3,206+2.3% | $6,053-45.8% | $4,297-23.7% |