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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 | $63,865 | $52,678+21.2% | $75,784-15.7% | $59,633+7.1% |
| Participation rate | 59.6% | 67.2%-7.6pp | 75.8%-16.2pp | 68.7%-9.1pp |
| Annual return | -6.00% | 2.95%-9.0pp | 9.68%-15.7pp | 2041.40%-2047.4pp |
| Employer contribution / active EE | $940 | $2,193-57.1% | $3,323-71.7% | $2,203-57.3% |
| Participant deferral / active EE | $2,324 | $2,591-10.3% | $3,652-36.4% | $3,192-27.2% |
| Admin fee / account holder | $4,664 | $3,610+29.2% | $5,300-12.0% | $4,297+8.5% |