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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 | $52,892 | $25,979+103.6% | $71,778-26.3% | $68,490-22.8% |
| Participation rate | 60.0% | 54.5%+5.5pp | 62.3%-2.3pp | 67.9%-7.9pp |
| Annual return | -24.06% | -15.10%-9.0pp | 9.15%-33.2pp | -7.85%-16.2pp |
| Employer contribution / active EE | $1,687 | $900+87.4% | $1,704-1.0% | $2,597-35.0% |
| Participant deferral / active EE | $2,822 | $1,522+85.4% | $2,656+6.2% | $4,028-29.9% |
| Admin fee / account holder | $601 | $2,022-70.3% | $3,974-84.9% | $5,403-88.9% |