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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 | $70,026 | $52,678+32.9% | $75,784-7.6% | $59,633+17.4% |
| Participation rate | 28.7% | 67.2%-38.5pp | 75.8%-47.1pp | 68.7%-39.9pp |
| Annual return | -4.66% | 2.95%-7.6pp | 9.68%-14.3pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $678 | $2,193-69.1% | $3,323-79.6% | $2,203-69.2% |
| Participant deferral / active EE | $2,094 | $2,591-19.2% | $3,652-42.7% | $3,192-34.4% |
| Admin fee / account holder | $1,984 | $3,610-45.1% | $5,300-62.6% | $4,297-53.8% |