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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 | $32,192 | $81,358-60.4% | $155,556-79.3% | $80,959-60.2% |
| Participation rate | 37.1% | 66.3%-29.1pp | 78.2%-41.1pp | 67.7%-30.5pp |
| Annual return | 6.36% | 33.39%-27.0pp | 64.84%-58.5pp | 35.67%-29.3pp |
| Employer contribution / active EE | $1,754 | $3,106-43.5% | $4,675-62.5% | $2,757-36.4% |
| Participant deferral / active EE | $3,112 | $3,455-10.0% | $5,631-44.7% | $4,300-27.6% |
| Admin fee / account holder | $24,776 | $7,994+209.9% | $15,885+56.0% | $6,925+257.8% |