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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 | $72,345 | $72,177+0.2% | $115,038-37.1% | $59,633+21.3% |
| Participation rate | 0.0% | 72.6%-72.6pp | 81.4%-81.4pp | 68.7%-68.7pp |
| Annual return | -2.90% | 12.02%-14.9pp | 26.14%-29.0pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $791 | $2,841-72.2% | $4,608-82.8% | $2,203-64.1% |
| Participant deferral / active EE | $3,519 | $4,783-26.4% | $6,026-41.6% | $3,192+10.3% |
| Admin fee / account holder | $6,769 | $4,927+37.4% | $8,175-17.2% | $4,297+57.5% |