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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 | $42,181 | $77,816-45.8% | $123,552-65.9% | $64,173-34.3% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -9.30% | 12.49%-21.8pp | 119.20%-128.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,632 | $3,014-45.8% | $4,628-64.7% | $2,381-31.4% |
| Participant deferral / active EE | $3,535 | $5,240-32.5% | $6,426-45.0% | $3,470+1.9% |
| Admin fee / account holder | $1,386 | $5,519-74.9% | $9,285-85.1% | $4,887-71.6% |