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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 | $34,894 | $81,262-57.1% | $155,602-77.6% | $80,911-56.9% |
| Participation rate | 27.6% | 66.2%-38.7pp | 78.2%-50.6pp | 67.6%-40.1pp |
| Annual return | 8.89% | 33.34%-24.5pp | 64.81%-55.9pp | 35.63%-26.7pp |
| Employer contribution / active EE | $1,116 | $3,102-64.0% | $4,675-76.1% | $2,756-59.5% |
| Participant deferral / active EE | $2,191 | $3,451-36.5% | $5,629-61.1% | $4,297-49.0% |
| Admin fee / account holder | $13,595 | $7,992+70.1% | $15,923-14.6% | $6,935+96.1% |