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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 | $74,477 | $61,815+20.5% | $97,295-23.5% | $80,959-8.0% |
| Participation rate | 63.0% | 63.5%-0.5pp | 72.7%-9.7pp | 67.7%-4.7pp |
| Annual return | 6.04% | -558.73%+564.8pp | 75.62%-69.6pp | 35.67%-29.6pp |
| Employer contribution / active EE | $1,680 | $1,836-8.5% | $2,723-38.3% | $2,757-39.1% |
| Participant deferral / active EE | $2,309 | $3,027-23.7% | $4,264-45.8% | $4,300-46.3% |
| Admin fee / account holder | $46,489 | $5,166+800.0% | $5,646+723.3% | $6,925+571.3% |