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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 | $42,349 | $39,162+8.1% | $100,671-57.9% | $59,633-29.0% |
| Participation rate | 40.0% | 55.9%-15.9pp | 70.7%-30.7pp | 68.7%-28.7pp |
| Annual return | -3.08% | 21.07%-24.2pp | 20.43%-23.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $573 | $1,151-50.2% | $4,012-85.7% | $2,203-74.0% |
| Participant deferral / active EE | $2,605 | $1,992+30.8% | $3,144-17.1% | $3,192-18.4% |
| Admin fee / account holder | $7,370 | $2,969+148.2% | $4,850+52.0% | $4,297+71.5% |