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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 | $34,147 | $56,894-40.0% | $84,753-59.7% | $62,881-45.7% |
| Participation rate | 36.0% | 68.5%-32.5pp | 76.6%-40.6pp | 69.3%-33.3pp |
| Annual return | 3.75% | 6.30%-2.6pp | 22.78%-19.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,000 | $2,400-58.3% | $3,574-72.0% | $2,281-56.2% |
| Participant deferral / active EE | $1,349 | $2,709-50.2% | $3,712-63.7% | $3,203-57.9% |
| Admin fee / account holder | $1,609 | $3,581-55.1% | $5,333-69.8% | $4,296-62.5% |