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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 | $78,932 | $39,162+101.6% | $100,671-21.6% | $59,633+32.4% |
| Participation rate | 54.8% | 55.9%-1.0pp | 70.7%-15.9pp | 68.7%-13.8pp |
| Annual return | -2.96% | 21.07%-24.0pp | 20.43%-23.4pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $678 | $1,151-41.1% | $4,012-83.1% | $2,203-69.2% |
| Participant deferral / active EE | $2,834 | $1,992+42.3% | $3,144-9.8% | $3,192-11.2% |
| Admin fee / account holder | $13,627 | $2,969+358.9% | $4,850+181.0% | $4,297+217.1% |