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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 | $29,820 | $81,276-63.3% | $155,574-80.8% | $80,925-63.2% |
| Participation rate | 64.0% | 66.2%-2.2pp | 78.2%-14.2pp | 67.7%-3.7pp |
| Annual return | 6.17% | 33.36%-27.2pp | 64.87%-58.7pp | 35.65%-29.5pp |
| Employer contribution / active EE | $1,561 | $3,103-49.7% | $4,676-66.6% | $2,756-43.4% |
| Participant deferral / active EE | $2,864 | $3,453-17.1% | $5,629-49.1% | $4,299-33.4% |
| Admin fee / account holder | $30,792 | $7,993+285.2% | $15,914+93.5% | $6,940+343.7% |