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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 | $34,498 | $81,476-57.7% | $102,383-66.3% | $80,925-57.4% |
| Participation rate | 58.3% | 66.8%-8.5pp | 74.5%-16.2pp | 67.7%-9.3pp |
| Annual return | 9.45% | 25.59%-16.1pp | 24.94%-15.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,657 | $3,105-46.6% | $3,870-57.2% | $2,756-39.9% |
| Participant deferral / active EE | $2,267 | $3,871-41.4% | $5,060-55.2% | $4,299-47.3% |
| Admin fee / account holder | $43,558 | $6,717+548.4% | $8,391+419.1% | $6,940+527.6% |