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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 | $58,998 | $85,171-30.7% | $172,752-65.8% | $72,975-19.2% |
| Participation rate | 64.3% | 70.1%-5.8pp | 82.6%-18.4pp | 69.5%-5.2pp |
| Annual return | -0.03% | 27.32%-27.4pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $9,151 | $3,324+175.3% | $5,144+77.9% | $2,440+275.0% |
| Participant deferral / active EE | $1,397 | $3,260-57.2% | $5,198-73.1% | $3,608-61.3% |
| Admin fee / account holder | $9,396 | $5,880+59.8% | $13,955-32.7% | $5,124+83.4% |