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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 | $48,538 | $42,383+14.5% | $76,518-36.6% | $64,173-24.4% |
| Participation rate | 45.7% | 58.1%-12.4pp | 68.0%-22.3pp | 69.6%-23.9pp |
| Annual return | -10.18% | -16.54%+6.4pp | -0.27%-9.9pp | 7.63%-17.8pp |
| Employer contribution / active EE | $289 | $1,563-81.5% | $2,647-89.1% | $2,381-87.8% |
| Participant deferral / active EE | $1,882 | $2,566-26.7% | $3,836-50.9% | $3,470-45.8% |
| Admin fee / account holder | $1,812 | $3,198-43.3% | $4,849-62.6% | $4,887-62.9% |