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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 | $64,554 | $82,028-21.3% | $123,105-47.6% | $59,633+8.3% |
| Participation rate | 59.4% | 83.2%-23.8pp | 86.8%-27.4pp | 68.7%-9.3pp |
| Annual return | -2.92% | 5.12%-8.0pp | 13.22%-16.1pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,322 | $3,297-59.9% | $5,151-74.3% | $2,203-40.0% |
| Participant deferral / active EE | $2,307 | $4,667-50.6% | $6,229-63.0% | $3,192-27.7% |
| Admin fee / account holder | $3,979 | $5,879-32.3% | $9,014-55.9% | $4,297-7.4% |