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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 | $65,151 | $75,832-14.1% | $147,617-55.9% | $59,633+9.3% |
| Participation rate | 40.6% | 71.6%-30.9pp | 84.6%-44.0pp | 68.7%-28.0pp |
| Annual return | -2.83% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $862 | $3,485-75.3% | $5,564-84.5% | $2,203-60.8% |
| Participant deferral / active EE | $1,709 | $3,131-45.4% | $4,895-65.1% | $3,192-46.5% |
| Admin fee / account holder | $2,343 | $5,986-60.9% | $11,612-79.8% | $4,297-45.5% |