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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 | $47,448 | $67,411-29.6% | $91,004-47.9% | $70,126-32.3% |
| Participation rate | 51.7% | 71.4%-19.6pp | 75.6%-23.9pp | 69.5%-17.8pp |
| Annual return | 10.03% | -40.16%+50.2pp | 4.60%+5.4pp | 73.15%-63.1pp |
| Employer contribution / active EE | $1,184 | $1,786-33.7% | $2,456-51.8% | $2,343-49.5% |
| Participant deferral / active EE | $1,986 | $2,823-29.7% | $3,548-44.0% | $3,332-40.4% |
| Admin fee / account holder | $25,057 | $4,236+491.5% | $5,417+362.5% | $4,645+439.4% |