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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 | $47,385 | $85,790-44.8% | $67,313-29.6% | $135,382-65.0% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -15.95% | -0.54%-15.4pp | -4.08%-11.9pp | 519.77%-535.7pp |
| Employer contribution / active EE | $3,235 | $3,487-7.2% | $2,566+26.1% | $4,779-32.3% |
| Participant deferral / active EE | $13,157 | $4,651+182.9% | $3,568+268.7% | $5,609+134.6% |
| Admin fee / account holder | $1,807 | $6,392-71.7% | $4,507-59.9% | $10,829-83.3% |