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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 | $99,758 | $65,704+51.8% | $94,229+5.9% | $59,633+67.3% |
| Participation rate | 69.2% | 72.1%-2.9pp | 78.8%-9.5pp | 68.7%+0.6pp |
| Annual return | -3.09% | 5.22%-8.3pp | 10.68%-13.8pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,151 | $3,143+127.5% | $4,320+65.5% | $3,192+124.1% |
| Admin fee / account holder | $8,291 | $4,265+94.4% | $6,269+32.3% | $4,297+93.0% |