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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 | $60,031 | $52,678+14.0% | $75,784-20.8% | $59,633+0.7% |
| Participation rate | 51.7% | 67.2%-15.5pp | 75.8%-24.1pp | 68.7%-16.9pp |
| Annual return | -3.32% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $1,232 | $2,193-43.8% | $3,323-62.9% | $2,203-44.1% |
| Participant deferral / active EE | $2,660 | $2,591+2.7% | $3,652-27.2% | $3,192-16.7% |
| Admin fee / account holder | $579 | $3,610-84.0% | $5,300-89.1% | $4,297-86.5% |