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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 | $34,780 | $81,331-57.2% | $155,534-77.6% | $80,935-57.0% |
| Participation rate | 31.4% | 66.3%-34.8pp | 78.2%-46.8pp | 67.7%-36.2pp |
| Annual return | 6.75% | 33.37%-26.6pp | 64.92%-58.2pp | 35.66%-28.9pp |
| Employer contribution / active EE | $562 | $3,105-81.9% | $4,675-88.0% | $2,757-79.6% |
| Participant deferral / active EE | $1,558 | $3,454-54.9% | $5,630-72.3% | $4,299-63.8% |
| Admin fee / account holder | $15,821 | $7,999+97.8% | $15,900-0.5% | $6,924+128.5% |