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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 | $33,301 | $81,276-59.0% | $155,574-78.6% | $80,925-58.8% |
| Participation rate | 47.1% | 66.2%-19.2pp | 78.2%-31.2pp | 67.7%-20.6pp |
| Annual return | 7.90% | 33.36%-25.5pp | 64.87%-57.0pp | 35.65%-27.7pp |
| Employer contribution / active EE | $1,026 | $3,103-67.0% | $4,676-78.1% | $2,756-62.8% |
| Participant deferral / active EE | $1,048 | $3,453-69.7% | $5,629-81.4% | $4,299-75.6% |
| Admin fee / account holder | $1,123 | $7,993-86.0% | $15,914-92.9% | $6,940-83.8% |