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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 | $30,481 | $106,749-71.4% | $145,433-79.0% | $82,448-63.0% |
| Participation rate | 41.0% | 75.6%-34.7pp | 82.1%-41.1pp | 68.1%-27.1pp |
| Annual return | 6.39% | 27.59%-21.2pp | 66.58%-60.2pp | 41.64%-35.2pp |
| Employer contribution / active EE | $1,344 | $3,444-61.0% | $4,554-70.5% | $2,551-47.3% |
| Participant deferral / active EE | $3,320 | $6,519-49.1% | $7,897-58.0% | $4,139-19.8% |
| Admin fee / account holder | $34,839 | $8,390+315.2% | $13,129+165.4% | $7,234+381.6% |