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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 | $30,704 | $92,985-67.0% | $153,432-80.0% | $80,874-62.0% |
| Participation rate | 48.3% | 69.0%-20.6pp | 77.1%-28.7pp | 67.6%-19.3pp |
| Annual return | 8.54% | 19.95%-11.4pp | 15.66%-7.1pp | 35.62%-27.1pp |
| Employer contribution / active EE | $1,735 | $3,507-50.5% | $5,038-65.6% | $2,756-37.1% |
| Participant deferral / active EE | $2,454 | $5,178-52.6% | $6,757-63.7% | $4,297-42.9% |
| Admin fee / account holder | $2,070 | $8,880-76.7% | $12,725-83.7% | $6,935-70.2% |