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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 | $34,660 | $87,166-60.2% | $76,735-54.8% | $137,256-74.7% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 6.06% | 26.50%-20.4pp | 29.77%-23.7pp | 220.34%-214.3pp |
| Employer contribution / active EE | $1,475 | $2,904-49.2% | $2,454-39.9% | $4,156-64.5% |
| Participant deferral / active EE | $3,115 | $4,726-34.1% | $4,088-23.8% | $6,407-51.4% |
| Admin fee / account holder | $16,619 | $8,403+97.8% | $7,189+131.2% | $12,270+35.4% |