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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 | $33,533 | $87,132-61.5% | $105,624-68.3% | $80,959-58.6% |
| Participation rate | 40.3% | 70.4%-30.2pp | 75.3%-35.0pp | 67.7%-27.4pp |
| Annual return | 9.89% | 17.03%-7.1pp | 116.20%-106.3pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,492 | $2,397-37.8% | $3,168-52.9% | $2,757-45.9% |
| Participant deferral / active EE | $2,617 | $3,985-34.3% | $5,013-47.8% | $4,300-39.1% |
| Admin fee / account holder | $9,202 | $8,449+8.9% | $10,961-16.1% | $6,925+32.9% |