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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 | $55,525 | $45,602+21.8% | $117,533-52.8% | $66,938-17.1% |
| Participation rate | 27.2% | 57.6%-30.4pp | 70.6%-43.4pp | 69.8%-42.6pp |
| Annual return | -19.73% | -16.74%-3.0pp | 29.77%-49.5pp | 1.58%-21.3pp |
| Employer contribution / active EE | $1,062 | $1,579-32.7% | $4,179-74.6% | $2,545-58.3% |
| Participant deferral / active EE | $2,165 | $2,845-23.9% | $4,072-46.8% | $4,238-48.9% |
| Admin fee / account holder | $1,449 | $661+119.3% | $5,647-74.3% | $594+144.1% |