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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 | $48,592 | $110,083-55.9% | $151,628-68.0% | $68,495-29.1% |
| Participation rate | 69.0% | 84.0%-15.0pp | 87.5%-18.5pp | 67.9%+1.1pp |
| Annual return | -21.52% | -10.12%-11.4pp | 3.34%-24.9pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,512 | $4,470-43.8% | $6,165-59.2% | $2,596-3.2% |
| Participant deferral / active EE | $5,205 | $6,526-20.3% | $8,363-37.8% | $4,028+29.2% |
| Admin fee / account holder | $673 | $7,718-91.3% | $11,613-94.2% | $5,403-87.5% |