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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 | $47,364 | $73,848-35.9% | $143,799-67.1% | $68,486-30.8% |
| Participation rate | 69.0% | 66.7%+2.3pp | 80.3%-11.4pp | 67.9%+1.1pp |
| Annual return | -21.88% | 0.91%-22.8pp | -0.04%-21.8pp | -7.85%-14.0pp |
| Employer contribution / active EE | $1,039 | $3,184-67.4% | $4,952-79.0% | $2,597-60.0% |
| Participant deferral / active EE | $1,519 | $3,385-55.1% | $5,638-73.1% | $4,028-62.3% |
| Admin fee / account holder | $5,452 | $5,755-5.3% | $14,677-62.9% | $5,404+0.9% |