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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 | $50,644 | $81,870-38.1% | $119,634-57.7% | $68,490-26.1% |
| Participation rate | 57.1% | 71.9%-14.8pp | 79.3%-22.1pp | 67.9%-10.8pp |
| Annual return | -19.19% | -23.82%+4.6pp | -14.98%-4.2pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,328 | $2,692-50.6% | $4,232-68.6% | $2,597-48.8% |
| Participant deferral / active EE | $2,615 | $4,148-37.0% | $5,601-53.3% | $4,028-35.1% |
| Admin fee / account holder | $11,929 | $6,583+81.2% | $10,329+15.5% | $5,403+120.8% |