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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 | $63,717 | $52,678+21.0% | $75,784-15.9% | $59,633+6.8% |
| Participation rate | 53.2% | 67.2%-14.0pp | 75.8%-22.6pp | 68.7%-15.4pp |
| Annual return | -3.09% | 2.95%-6.0pp | 9.68%-12.8pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $620 | $2,193-71.7% | $3,323-81.3% | $2,203-71.8% |
| Participant deferral / active EE | $2,964 | $2,591+14.4% | $3,652-18.8% | $3,192-7.1% |
| Admin fee / account holder | $3,775 | $3,610+4.6% | $5,300-28.8% | $4,297-12.1% |