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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 | $70,882 | $72,177-1.8% | $115,038-38.4% | $59,633+18.9% |
| Participation rate | 43.3% | 72.6%-29.2pp | 81.4%-38.0pp | 68.7%-25.3pp |
| Annual return | -5.40% | 12.02%-17.4pp | 26.14%-31.5pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $1,226 | $2,841-56.8% | $4,608-73.4% | $2,203-44.3% |
| Participant deferral / active EE | $2,130 | $4,783-55.5% | $6,026-64.7% | $3,192-33.3% |
| Admin fee / account holder | $13,805 | $4,927+180.2% | $8,175+68.9% | $4,297+221.3% |