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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 | $37,525 | $48,576-22.8% | $169,452-77.9% | $56,287-33.3% |
| Participation rate | 49.5% | 65.8%-16.3pp | 77.8%-28.2pp | 69.9%-20.3pp |
| Annual return | -8.58% | -2.51%-6.1pp | 1.83%-10.4pp | -9.96%+1.4pp |
| Employer contribution / active EE | $1,430 | $1,559-8.3% | $4,157-65.6% | $2,111-32.3% |
| Participant deferral / active EE | $1,754 | $3,275-46.4% | $5,277-66.8% | $3,350-47.6% |
| Admin fee / account holder | $1,064 | $435+144.6% | $9,110-88.3% | $521+104.3% |