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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 | $34,585 | $81,446-57.5% | $103,374-66.5% | $80,874-57.2% |
| Participation rate | 39.3% | 66.9%-27.6pp | 74.5%-35.2pp | 67.6%-28.4pp |
| Annual return | 10.21% | 25.57%-15.4pp | 24.89%-14.7pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,171 | $3,107-62.3% | $3,869-69.7% | $2,756-57.5% |
| Participant deferral / active EE | $4,590 | $3,870+18.6% | $5,058-9.2% | $4,297+6.8% |
| Admin fee / account holder | $21,137 | $6,715+214.8% | $8,394+151.8% | $6,935+204.8% |