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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 | $49,138 | $59,819-17.9% | $79,583-38.3% | $68,490-28.3% |
| Participation rate | 61.9% | 61.1%+0.8pp | 69.5%-7.6pp | 67.9%-6.0pp |
| Annual return | -20.04% | -12.30%-7.7pp | 0.16%-20.2pp | -7.85%-12.2pp |
| Employer contribution / active EE | $2,975 | $1,505+97.6% | $2,414+23.2% | $2,597+14.6% |
| Participant deferral / active EE | $5,625 | $3,025+86.0% | $3,986+41.1% | $4,028+39.7% |
| Admin fee / account holder | $2,754 | $4,835-43.1% | $6,835-59.7% | $5,403-49.0% |