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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 | $34,643 | $55,713-37.8% | $75,901-54.4% | $72,975-52.5% |
| Participation rate | 47.5% | 61.1%-13.6pp | 69.3%-21.8pp | 69.5%-22.0pp |
| Annual return | 8.25% | 27.60%-19.4pp | 30.76%-22.5pp | 81.01%-72.8pp |
| Employer contribution / active EE | $1,378 | $1,687-18.3% | $2,501-44.9% | $2,440-43.5% |
| Participant deferral / active EE | $1,956 | $2,634-25.7% | $3,603-45.7% | $3,608-45.8% |
| Admin fee / account holder | $6,523 | $3,980+63.9% | $5,420+20.3% | $5,124+27.3% |