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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 | $46,697+4.6% | $117,533-58.4% | $68,486-28.7% |
| Participation rate | 59.6% | 56.8%+2.8pp | 70.6%-11.1pp | 67.9%-8.3pp |
| Annual return | -20.16% | -14.52%-5.6pp | 29.77%-49.9pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,916 | $1,506+27.3% | $4,179-54.1% | $2,597-26.2% |
| Participant deferral / active EE | $4,406 | $2,637+67.1% | $4,072+8.2% | $4,028+9.4% |
| Admin fee / account holder | $3,620 | $4,023-10.0% | $5,647-35.9% | $5,404-33.0% |