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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 | $62,572 | $39,162+59.8% | $100,671-37.8% | $59,633+4.9% |
| Participation rate | 23.3% | 55.9%-32.5pp | 70.7%-47.4pp | 68.7%-45.3pp |
| Annual return | -4.40% | 21.07%-25.5pp | 20.43%-24.8pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $1,016 | $1,151-11.7% | $4,012-74.7% | $2,203-53.9% |
| Participant deferral / active EE | $2,977 | $1,992+49.4% | $3,144-5.3% | $3,192-6.7% |
| Admin fee / account holder | $12,318 | $2,969+314.8% | $4,850+154.0% | $4,297+186.7% |