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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 | $56,131 | $39,162+43.3% | $100,671-44.2% | $59,633-5.9% |
| Participation rate | 53.7% | 55.9%-2.2pp | 70.7%-17.1pp | 68.7%-15.0pp |
| Annual return | -4.34% | 21.07%-25.4pp | 20.43%-24.8pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $378 | $1,151-67.1% | $4,012-90.6% | $2,203-82.8% |
| Participant deferral / active EE | $3,000 | $1,992+50.6% | $3,144-4.6% | $3,192-6.0% |
| Admin fee / account holder | $12,611 | $2,969+324.7% | $4,850+160.0% | $4,297+193.5% |