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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 | $49,247 | $43,075+14.3% | $74,583-34.0% | $62,891-21.7% |
| Participation rate | 58.8% | 58.1%+0.8pp | 68.1%-9.3pp | 69.3%-10.5pp |
| Annual return | -3.37% | 17.50%-20.9pp | 20.47%-23.8pp | 20.14%-23.5pp |
| Employer contribution / active EE | $696 | $1,498-53.6% | $2,525-72.5% | $2,281-69.5% |
| Participant deferral / active EE | $2,011 | $2,389-15.9% | $3,458-41.9% | $3,203-37.2% |
| Admin fee / account holder | $10,902 | $2,840+283.9% | $4,138+163.5% | $4,296+153.8% |