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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 | $50,481 | $81,870-38.3% | $119,634-57.8% | $68,490-26.3% |
| Participation rate | 69.6% | 71.9%-2.3pp | 79.3%-9.7pp | 67.9%+1.7pp |
| Annual return | -19.28% | -23.82%+4.5pp | -14.98%-4.3pp | -7.85%-11.4pp |
| Employer contribution / active EE | $2,439 | $2,692-9.4% | $4,232-42.4% | $2,597-6.1% |
| Participant deferral / active EE | $4,521 | $4,148+9.0% | $5,601-19.3% | $4,028+12.2% |
| Admin fee / account holder | $980 | $6,583-85.1% | $10,329-90.5% | $5,403-81.9% |