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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 | $48,650 | $47,944+1.5% | $67,834-28.3% | $62,881-22.6% |
| Participation rate | 53.2% | 61.1%-7.9pp | 68.8%-15.6pp | 69.3%-16.1pp |
| Annual return | -1.86% | 11.77%-13.6pp | 138.47%-140.3pp | 20.14%-22.0pp |
| Employer contribution / active EE | $421 | $1,562-73.0% | $2,403-82.5% | $2,281-81.5% |
| Participant deferral / active EE | $2,300 | $2,247+2.4% | $3,160-27.2% | $3,203-28.2% |
| Admin fee / account holder | $1,861 | $3,712-49.9% | $4,622-59.7% | $4,296-56.7% |