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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 | $57,162 | $52,678+8.5% | $75,784-24.6% | $59,633-4.1% |
| Participation rate | 43.2% | 67.2%-24.0pp | 75.8%-32.6pp | 68.7%-25.5pp |
| Annual return | -3.82% | 2.95%-6.8pp | 9.68%-13.5pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $2,756 | $2,193+25.7% | $3,323-17.1% | $2,203+25.1% |
| Participant deferral / active EE | $1,581 | $2,591-39.0% | $3,652-56.7% | $3,192-50.5% |
| Admin fee / account holder | $1,476 | $3,610-59.1% | $5,300-72.1% | $4,297-65.6% |