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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 | $46,547 | $45,872+1.5% | $77,096-39.6% | $68,486-32.0% |
| Participation rate | 52.9% | 55.9%-3.0pp | 67.9%-15.0pp | 67.9%-15.0pp |
| Annual return | -20.35% | 1.73%-22.1pp | 42.35%-62.7pp | -7.85%-12.5pp |
| Employer contribution / active EE | $439 | $1,650-73.4% | $2,814-84.4% | $2,597-83.1% |
| Participant deferral / active EE | $3,947 | $2,963+33.2% | $4,429-10.9% | $4,028-2.0% |
| Admin fee / account holder | $1,124 | $3,041-63.0% | $5,428-79.3% | $5,404-79.2% |