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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 | $75,907 | $39,162+93.8% | $100,671-24.6% | $59,633+27.3% |
| Participation rate | 61.5% | 55.9%+5.7pp | 70.7%-9.2pp | 68.7%-7.1pp |
| Annual return | -4.09% | 21.07%-25.2pp | 20.43%-24.5pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $2,080 | $1,151+80.7% | $4,012-48.2% | $2,203-5.6% |
| Participant deferral / active EE | $3,762 | $1,992+88.8% | $3,144+19.7% | $3,192+17.9% |
| Admin fee / account holder | $22,248 | $2,969+649.3% | $4,850+358.8% | $4,297+417.8% |