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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 | $23,073 | $39,162-41.1% | $100,671-77.1% | $59,633-61.3% |
| Participation rate | 58.3% | 55.9%+2.5pp | 70.7%-12.4pp | 68.7%-10.3pp |
| Annual return | -3.03% | 21.07%-24.1pp | 20.43%-23.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $312 | $1,151-72.9% | $4,012-92.2% | $2,203-85.8% |
| Participant deferral / active EE | $1,488 | $1,992-25.3% | $3,144-52.7% | $3,192-53.4% |
| Admin fee / account holder | $5,008 | $2,969+68.6% | $4,850+3.3% | $4,297+16.5% |