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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 | $74,522 | $61,815+20.6% | $97,295-23.4% | $80,959-8.0% |
| Participation rate | 44.2% | 63.5%-19.3pp | 72.7%-28.5pp | 67.7%-23.5pp |
| Annual return | 9.19% | -558.73%+567.9pp | 75.62%-66.4pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,045 | $1,836-43.1% | $2,723-61.6% | $2,757-62.1% |
| Participant deferral / active EE | $3,054 | $3,027+0.9% | $4,264-28.4% | $4,300-29.0% |
| Admin fee / account holder | $2,906 | $5,166-43.7% | $5,646-48.5% | $6,925-58.0% |