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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 | $73,695 | $52,678+39.9% | $75,784-2.8% | $59,633+23.6% |
| Participation rate | 62.5% | 67.2%-4.7pp | 75.8%-13.3pp | 68.7%-6.2pp |
| Annual return | -3.22% | 2.95%-6.2pp | 9.68%-12.9pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $1,832 | $2,193-16.5% | $3,323-44.9% | $2,203-16.8% |
| Participant deferral / active EE | $3,263 | $2,591+25.9% | $3,652-10.6% | $3,192+2.2% |
| Admin fee / account holder | $5,395 | $3,610+49.4% | $5,300+1.8% | $4,297+25.5% |