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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 | $50,578 | $46,697+8.3% | $117,533-57.0% | $68,486-26.1% |
| Participation rate | 48.8% | 56.8%-7.9pp | 70.6%-21.8pp | 67.9%-19.1pp |
| Annual return | -22.37% | -14.52%-7.9pp | 29.77%-52.1pp | -7.85%-14.5pp |
| Employer contribution / active EE | $845 | $1,506-43.9% | $4,179-79.8% | $2,597-67.5% |
| Participant deferral / active EE | $2,797 | $2,637+6.1% | $4,072-31.3% | $4,028-30.5% |
| Admin fee / account holder | $572 | $4,023-85.8% | $5,647-89.9% | $5,404-89.4% |