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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 | $34,229 | $87,132-60.7% | $105,624-67.6% | $80,959-57.7% |
| Participation rate | 56.3% | 70.4%-14.2pp | 75.3%-19.0pp | 67.7%-11.4pp |
| Annual return | 8.93% | 17.03%-8.1pp | 116.20%-107.3pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,988 | $2,397-17.1% | $3,168-37.3% | $2,757-27.9% |
| Participant deferral / active EE | $2,913 | $3,985-26.9% | $5,013-41.9% | $4,300-32.3% |
| Admin fee / account holder | $1,942 | $8,449-77.0% | $10,961-82.3% | $6,925-72.0% |