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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 | $70,459 | $65,703+7.2% | $94,228-25.2% | $59,633+18.2% |
| Participation rate | 62.5% | 72.1%-9.6pp | 78.8%-16.3pp | 68.7%-6.2pp |
| Annual return | -3.10% | 5.22%-8.3pp | 10.68%-13.8pp | 2041.40%-2044.5pp |
| Employer contribution / active EE | $1,108 | $2,021-45.1% | $3,587-69.1% | $2,203-49.7% |
| Participant deferral / active EE | $2,183 | $3,143-30.6% | $4,320-49.5% | $3,192-31.6% |
| Admin fee / account holder | $719 | $4,264-83.1% | $6,269-88.5% | $4,297-83.3% |