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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 | $35,311 | $101,798-65.3% | $165,071-78.6% | $80,935-56.4% |
| Participation rate | 42.6% | 71.8%-29.2pp | 78.6%-36.0pp | 67.7%-25.1pp |
| Annual return | 6.77% | 16.73%-10.0pp | 70.17%-63.4pp | 35.66%-28.9pp |
| Employer contribution / active EE | $1,501 | $2,954-49.2% | $4,347-65.5% | $2,757-45.5% |
| Participant deferral / active EE | $3,782 | $4,476-15.5% | $6,035-37.3% | $4,299-12.0% |
| Admin fee / account holder | $14,779 | $8,221+79.8% | $12,695+16.4% | $6,924+113.4% |