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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 | $46,178 | $50,947-9.4% | $74,551-38.1% | $64,173-28.0% |
| Participation rate | 48.9% | 61.1%-12.2pp | 69.1%-20.3pp | 69.6%-20.7pp |
| Annual return | -10.61% | -1.85%-8.8pp | 32.53%-43.1pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,232 | $1,115+10.5% | $1,961-37.2% | $2,381-48.3% |
| Participant deferral / active EE | $3,767 | $2,302+63.7% | $3,108+21.2% | $3,470+8.6% |
| Admin fee / account holder | $1,091 | $4,221-74.2% | $5,059-78.4% | $4,887-77.7% |