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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 | $29,467 | $76,551-61.5% | $123,894-76.2% | $62,881-53.1% |
| Participation rate | 38.5% | 73.0%-34.5pp | 81.4%-42.9pp | 69.3%-30.8pp |
| Annual return | 3.64% | 18.68%-15.0pp | 47.52%-43.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $2,121 | $2,882-26.4% | $4,617-54.1% | $2,281-7.0% |
| Participant deferral / active EE | $6,648 | $4,840+37.4% | $5,984+11.1% | $3,203+107.6% |
| Admin fee / account holder | $39,267 | $4,826+713.7% | $8,357+369.9% | $4,296+814.1% |