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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 | $48,857 | $45,872+6.5% | $77,100-36.6% | $68,490-28.7% |
| Participation rate | 55.0% | 55.9%-0.9pp | 67.9%-12.9pp | 67.9%-12.9pp |
| Annual return | -26.42% | 1.73%-28.1pp | 42.35%-68.8pp | -7.85%-18.6pp |
| Employer contribution / active EE | $1,230 | $1,650-25.4% | $2,815-56.3% | $2,597-52.6% |
| Participant deferral / active EE | $3,232 | $2,963+9.1% | $4,430-27.0% | $4,028-19.8% |
| Admin fee / account holder | $2,054 | $3,041-32.5% | $5,443-62.3% | $5,403-62.0% |