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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 | $49,727 | $82,028-39.4% | $123,105-59.6% | $59,633-16.6% |
| Participation rate | 67.4% | 83.2%-15.8pp | 86.8%-19.3pp | 68.7%-1.2pp |
| Annual return | -3.30% | 5.12%-8.4pp | 13.22%-16.5pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $5,750 | $3,297+74.4% | $5,151+11.6% | $2,203+161.0% |
| Participant deferral / active EE | $9,021 | $4,667+93.3% | $6,229+44.8% | $3,192+182.7% |
| Admin fee / account holder | $4,111 | $5,879-30.1% | $9,014-54.4% | $4,297-4.3% |