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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 | $47,214 | $70,418-33.0% | $96,570-51.1% | $85,847-45.0% |
| Participation rate | 68.1% | 61.8%+6.2pp | 69.8%-1.8pp | 69.3%-1.3pp |
| Annual return | -25.52% | 18.59%-44.1pp | 37.79%-63.3pp | 318.61%-344.1pp |
| Employer contribution / active EE | $1,119 | $1,413-20.8% | $2,357-52.5% | $2,565-56.4% |
| Participant deferral / active EE | $2,348 | $2,894-18.9% | $3,849-39.0% | $3,952-40.6% |
| Admin fee / account holder | $1,952 | $4,995-60.9% | $6,182-68.4% | $6,261-68.8% |