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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 | $66,085 | $45,283+45.9% | $155,789-57.6% | $52,331+26.3% |
| Participation rate | 38.6% | 62.2%-23.6pp | 76.1%-37.5pp | 68.1%-29.5pp |
| Annual return | -2.22% | 1.80%-4.0pp | 71.54%-73.8pp | 4.54%-6.8pp |
| Employer contribution / active EE | $1,934 | $1,329+45.5% | $3,839-49.6% | $1,882+2.8% |
| Participant deferral / active EE | $2,438 | $2,854-14.6% | $4,798-49.2% | $3,022-19.3% |
| Admin fee / account holder | $716 | $981-27.0% | $7,477-90.4% | $592+21.0% |