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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 | $47,688 | $30,732+55.2% | $59,496-19.8% | $59,633-20.0% |
| Participation rate | 48.0% | 43.2%+4.8pp | 54.6%-6.6pp | 68.7%-20.7pp |
| Annual return | -3.56% | 4.47%-8.0pp | 182.05%-185.6pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,308 | $631+107.4% | $1,153+13.4% | $2,203-40.6% |
| Participant deferral / active EE | $2,777 | $1,183+134.7% | $1,829+51.8% | $3,192-13.0% |
| Admin fee / account holder | $704 | $2,136-67.1% | $2,232-68.5% | $4,297-83.6% |