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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 | $48,315 | $46,697+3.5% | $117,533-58.9% | $68,486-29.5% |
| Participation rate | 59.2% | 56.8%+2.4pp | 70.6%-11.4pp | 67.9%-8.7pp |
| Annual return | -20.16% | -14.52%-5.6pp | 29.77%-49.9pp | -7.85%-12.3pp |
| Employer contribution / active EE | $2,579 | $1,506+71.3% | $4,179-38.3% | $2,597-0.7% |
| Participant deferral / active EE | $5,147 | $2,637+95.1% | $4,072+26.4% | $4,028+27.8% |
| Admin fee / account holder | $764 | $4,023-81.0% | $5,647-86.5% | $5,404-85.9% |