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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 | $36,158 | $93,345-61.3% | $119,126-69.6% | $87,485-58.7% |
| Participation rate | 30.8% | 68.7%-38.0pp | 75.8%-45.0pp | 68.9%-38.2pp |
| Annual return | 0.33% | 19.08%-18.8pp | 282.11%-281.8pp | 26.06%-25.7pp |
| Employer contribution / active EE | $1,815 | $3,172-42.8% | $4,034-55.0% | $2,596-30.1% |
| Participant deferral / active EE | $3,492 | $4,099-14.8% | $5,318-34.3% | $4,274-18.3% |
| Admin fee / account holder | $9,797 | $8,039+21.9% | $10,693-8.4% | $7,775+26.0% |