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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 | $81,358-63.3% | $155,556-80.8% | $80,959-63.2% |
| Participation rate | 64.0% | 66.3%-2.3pp | 78.2%-14.2pp | 67.7%-3.7pp |
| Annual return | 6.17% | 33.39%-27.2pp | 64.84%-58.7pp | 35.67%-29.5pp |
| Employer contribution / active EE | $1,561 | $3,106-49.8% | $4,675-66.6% | $2,757-43.4% |
| Participant deferral / active EE | $2,864 | $3,455-17.1% | $5,631-49.1% | $4,300-33.4% |
| Admin fee / account holder | $30,792 | $7,994+285.2% | $15,885+93.8% | $6,925+344.6% |