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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 | $33,615 | $57,590-41.6% | $86,233-61.0% | $82,448-59.2% |
| Participation rate | 41.0% | 57.9%-16.8pp | 69.0%-28.0pp | 68.1%-27.0pp |
| Annual return | 12.74% | 22.41%-9.7pp | 61.39%-48.6pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,782 | $1,655+7.6% | $2,504-28.9% | $2,551-30.2% |
| Participant deferral / active EE | $1,932 | $3,080-37.3% | $4,559-57.6% | $4,139-53.3% |
| Admin fee / account holder | $12,507 | $4,730+164.4% | $8,342+49.9% | $7,234+72.9% |