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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 | $73,857 | $52,678+40.2% | $75,784-2.5% | $59,633+23.9% |
| Participation rate | 67.7% | 67.2%+0.5pp | 75.8%-8.1pp | 68.7%-0.9pp |
| Annual return | -3.16% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $1,140 | $2,193-48.0% | $3,323-65.7% | $2,203-48.2% |
| Participant deferral / active EE | $3,164 | $2,591+22.1% | $3,652-13.4% | $3,192-0.9% |
| Admin fee / account holder | $1,085 | $3,610-70.0% | $5,300-79.5% | $4,297-74.8% |