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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 | $35,173 | $81,476-56.8% | $102,383-65.6% | $80,925-56.5% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 9.81% | 25.59%-15.8pp | 24.94%-15.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,175 | $3,105-62.1% | $3,870-69.6% | $2,756-57.4% |
| Participant deferral / active EE | $3,105 | $3,871-19.8% | $5,060-38.6% | $4,299-27.8% |
| Admin fee / account holder | $2,834 | $6,717-57.8% | $8,391-66.2% | $6,940-59.2% |