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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 | $55,845 | $158,852-64.8% | $121,220-53.9% | $135,380-58.7% |
| Participation rate | 40.0% | 79.3%-39.3pp | 71.8%-31.8pp | 82.6%-42.6pp |
| Annual return | -12.50% | -0.64%-11.9pp | 16.94%-29.4pp | 519.81%-532.3pp |
| Employer contribution / active EE | $1,253 | $5,666-77.9% | $4,023-68.9% | $4,779-73.8% |
| Participant deferral / active EE | $7,200 | $4,006+79.7% | $3,345+115.2% | $5,609+28.4% |
| Admin fee / account holder | $874 | $6,515-86.6% | $5,021-82.6% | $10,828-91.9% |