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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 | $70,498 | $52,519+34.2% | $155,789-54.7% | $59,633+18.2% |
| Participation rate | 67.9% | 61.7%+6.2pp | 76.1%-8.2pp | 68.7%-0.8pp |
| Annual return | -7.19% | 53.51%-60.7pp | 71.54%-78.7pp | 2041.45%-2048.6pp |
| Employer contribution / active EE | $2,001 | $1,589+25.9% | $3,839-47.9% | $2,203-9.2% |
| Participant deferral / active EE | $4,089 | $3,084+32.6% | $4,798-14.8% | $3,192+28.1% |
| Admin fee / account holder | $1,507 | $3,540-57.4% | $7,477-79.8% | $4,297-64.9% |