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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 | $34,813 | $86,949-60.0% | $102,460-66.0% | $80,959-57.0% |
| Participation rate | 54.0% | 72.4%-18.4pp | 76.5%-22.5pp | 67.7%-13.7pp |
| Annual return | 9.77% | 18.89%-9.1pp | 29.47%-19.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,687 | $2,370-28.8% | $3,025-44.2% | $2,757-38.8% |
| Participant deferral / active EE | $3,731 | $4,121-9.5% | $5,056-26.2% | $4,300-13.2% |
| Admin fee / account holder | $23,328 | $8,048+189.9% | $9,460+146.6% | $6,925+236.9% |