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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 | $50,394 | $45,872+9.9% | $77,096-34.6% | $68,486-26.4% |
| Participation rate | 28.9% | 55.9%-27.0pp | 67.9%-39.0pp | 67.9%-39.0pp |
| Annual return | -22.46% | 1.73%-24.2pp | 42.35%-64.8pp | -7.85%-14.6pp |
| Employer contribution / active EE | $741 | $1,650-55.1% | $2,814-73.7% | $2,597-71.4% |
| Participant deferral / active EE | $1,840 | $2,963-37.9% | $4,429-58.5% | $4,028-54.3% |
| Admin fee / account holder | $832 | $3,041-72.6% | $5,428-84.7% | $5,404-84.6% |