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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 | $45,799 | $71,873-36.3% | $86,698-47.2% | $68,490-33.1% |
| Participation rate | 68.9% | 72.2%-3.4pp | 76.6%-7.7pp | 67.9%+1.0pp |
| Annual return | -19.33% | 3.54%-22.9pp | 35.96%-55.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,442 | $2,173-33.6% | $2,837-49.2% | $2,597-44.5% |
| Participant deferral / active EE | $4,225 | $3,779+11.8% | $4,656-9.3% | $4,028+4.9% |
| Admin fee / account holder | $9,492 | $6,110+55.3% | $7,492+26.7% | $5,403+75.7% |