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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 | $110,197 | $52,678+109.2% | $75,784+45.4% | $59,633+84.8% |
| Participation rate | 20.5% | 67.2%-46.7pp | 75.8%-55.3pp | 68.7%-48.2pp |
| Annual return | -3.32% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $1,624 | $2,193-26.0% | $3,323-51.1% | $2,203-26.3% |
| Participant deferral / active EE | $2,239 | $2,591-13.6% | $3,652-38.7% | $3,192-29.8% |
| Admin fee / account holder | $12,436 | $3,610+244.5% | $5,300+134.7% | $4,297+189.4% |