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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 | $75,810 | $52,678+43.9% | $75,7840% | $59,633+27.1% |
| Participation rate | 66.3% | 67.2%-1.0pp | 75.8%-9.6pp | 68.7%-2.4pp |
| Annual return | -3.19% | 2.95%-6.1pp | 9.68%-12.9pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $513 | $2,193-76.6% | $3,323-84.6% | $2,203-76.7% |
| Participant deferral / active EE | $2,461 | $2,591-5.0% | $3,652-32.6% | $3,192-22.9% |
| Admin fee / account holder | $3,098 | $3,610-14.2% | $5,300-41.5% | $4,297-27.9% |