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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 | $46,605 | $71,872-35.2% | $86,691-46.2% | $68,495-32.0% |
| Participation rate | 69.4% | 72.2%-2.9pp | 76.6%-7.2pp | 67.9%+1.5pp |
| Annual return | -19.83% | 3.53%-23.4pp | 35.94%-55.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,733 | $2,173-20.2% | $2,837-38.9% | $2,596-33.2% |
| Participant deferral / active EE | $2,352 | $3,779-37.8% | $4,656-49.5% | $4,028-41.6% |
| Admin fee / account holder | $1,341 | $6,112-78.1% | $7,492-82.1% | $5,403-75.2% |