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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 | $34,612 | $52,884-34.6% | $84,753-59.2% | $55,167-37.3% |
| Participation rate | 58.0% | 67.5%-9.5pp | 76.6%-18.6pp | 69.0%-11.0pp |
| Annual return | 4.68% | 18.03%-13.4pp | 22.78%-18.1pp | 169.23%-164.6pp |
| Employer contribution / active EE | $1,864 | $2,233-16.6% | $3,574-47.9% | $1,963-5.0% |
| Participant deferral / active EE | $3,029 | $2,644+14.6% | $3,712-18.4% | $3,054-0.8% |
| Admin fee / account holder | $7,353 | $581+1166.2% | $5,333+37.9% | $504+1359.2% |