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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 | $101,121 | $75,832+33.3% | $147,617-31.5% | $59,633+69.6% |
| Participation rate | 64.4% | 71.6%-7.1pp | 84.6%-20.2pp | 68.7%-4.2pp |
| Annual return | -3.49% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $1,199 | $3,485-65.6% | $5,564-78.5% | $2,203-45.6% |
| Participant deferral / active EE | $5,772 | $3,131+84.4% | $4,895+17.9% | $3,192+80.9% |
| Admin fee / account holder | $3,150 | $5,986-47.4% | $11,612-72.9% | $4,297-26.7% |