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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 | $29,098 | $81,276-64.2% | $155,574-81.3% | $80,925-64.0% |
| Participation rate | 43.6% | 66.2%-22.7pp | 78.2%-34.6pp | 67.7%-24.1pp |
| Annual return | 9.98% | 33.36%-23.4pp | 64.87%-54.9pp | 35.65%-25.7pp |
| Employer contribution / active EE | $1,283 | $3,103-58.7% | $4,676-72.6% | $2,756-53.5% |
| Participant deferral / active EE | $2,222 | $3,453-35.7% | $5,629-60.5% | $4,299-48.3% |
| Admin fee / account holder | $2,114 | $7,993-73.5% | $15,914-86.7% | $6,940-69.5% |