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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 | $52,625 | $71,872-26.8% | $86,691-39.3% | $68,495-23.2% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.4pp | 67.9%+1.3pp |
| Annual return | -22.03% | 3.53%-25.6pp | 35.94%-58.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,118 | $2,173-48.6% | $2,837-60.6% | $2,596-56.9% |
| Participant deferral / active EE | $2,103 | $3,779-44.3% | $4,656-54.8% | $4,028-47.8% |
| Admin fee / account holder | $778 | $6,112-87.3% | $7,492-89.6% | $5,403-85.6% |