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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 | $84,237 | $65,703+28.2% | $94,224-10.6% | $59,632+41.3% |
| Participation rate | 63.0% | 72.1%-9.2pp | 78.8%-15.8pp | 68.7%-5.7pp |
| Annual return | -3.76% | 5.22%-9.0pp | 10.68%-14.4pp | 2041.32%-2045.1pp |
| Employer contribution / active EE | $1,294 | $2,021-36.0% | $3,587-63.9% | $2,203-41.3% |
| Participant deferral / active EE | $1,617 | $3,143-48.6% | $4,320-62.6% | $3,192-49.3% |
| Admin fee / account holder | $1,426 | $4,264-66.6% | $6,269-77.2% | $4,297-66.8% |