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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 | $34,577 | $78,027-55.7% | $178,528-80.6% | $80,925-57.3% |
| Participation rate | 55.6% | 65.7%-10.1pp | 77.1%-21.5pp | 67.7%-12.1pp |
| Annual return | 4.99% | 18.09%-13.1pp | 27.11%-22.1pp | 35.65%-30.7pp |
| Employer contribution / active EE | $1,043 | $2,281-54.3% | $3,950-73.6% | $2,756-62.2% |
| Participant deferral / active EE | $1,571 | $4,408-64.4% | $6,278-75.0% | $4,299-63.5% |
| Admin fee / account holder | $36,339 | $7,168+407.0% | $10,419+248.8% | $6,940+423.6% |