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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 | $33,553 | $69,977-52.1% | $108,582-69.1% | $62,881-46.6% |
| Participation rate | 60.4% | 72.9%-12.5pp | 79.6%-19.2pp | 69.3%-8.9pp |
| Annual return | 4.10% | 10.73%-6.6pp | -51.70%+55.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,371 | $2,135-35.8% | $3,758-63.5% | $2,281-39.9% |
| Participant deferral / active EE | $2,553 | $3,165-19.3% | $4,311-40.8% | $3,203-20.3% |
| Admin fee / account holder | $8,683 | $5,076+71.0% | $7,645+13.6% | $4,296+102.1% |