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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 | $77,641 | $72,177+7.6% | $115,038-32.5% | $59,633+30.2% |
| Participation rate | 65.5% | 72.6%-7.0pp | 81.4%-15.8pp | 68.7%-3.2pp |
| Annual return | -2.95% | 12.02%-15.0pp | 26.14%-29.1pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,451 | $2,841-48.9% | $4,608-68.5% | $2,203-34.1% |
| Participant deferral / active EE | $3,735 | $4,783-21.9% | $6,026-38.0% | $3,192+17.0% |
| Admin fee / account holder | $17,499 | $4,927+255.2% | $8,175+114.0% | $4,297+307.2% |