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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 | $85,082 | $72,177+17.9% | $115,038-26.0% | $59,633+42.7% |
| Participation rate | 60.0% | 72.6%-12.6pp | 81.4%-21.4pp | 68.7%-8.7pp |
| Annual return | -2.51% | 12.02%-14.5pp | 26.14%-28.7pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $1,414 | $2,841-50.2% | $4,608-69.3% | $2,203-35.8% |
| Participant deferral / active EE | $3,957 | $4,783-17.3% | $6,026-34.3% | $3,192+24.0% |
| Admin fee / account holder | $1,084 | $4,927-78.0% | $8,175-86.7% | $4,297-74.8% |