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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 | $47,157 | $32,117+46.8% | $71,086-33.7% | $64,173-26.5% |
| Participation rate | 42.4% | 42.7%-0.3pp | 54.7%-12.2pp | 69.6%-27.1pp |
| Annual return | -11.75% | -5.57%-6.2pp | 650.59%-662.3pp | 7.63%-19.4pp |
| Employer contribution / active EE | $856 | $712+20.1% | $1,088-21.3% | $2,381-64.1% |
| Participant deferral / active EE | $1,860 | $1,263+47.3% | $1,874-0.7% | $3,470-46.4% |
| Admin fee / account holder | $525 | $2,759-81.0% | $3,082-83.0% | $4,887-89.3% |