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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 | $34,088 | $80,763-57.8% | $102,412-66.7% | $74,459-54.2% |
| Participation rate | 31.5% | 65.7%-34.2pp | 74.5%-43.0pp | 67.2%-35.8pp |
| Annual return | 8.04% | 27.57%-19.5pp | 24.94%-16.9pp | 1369.70%-1361.7pp |
| Employer contribution / active EE | $1,133 | $3,160-64.1% | $3,870-70.7% | $2,626-56.8% |
| Participant deferral / active EE | $1,718 | $3,862-55.5% | $5,060-66.0% | $4,350-60.5% |
| Admin fee / account holder | $5,679 | $2,371+139.5% | $8,388-32.3% | $1,945+192.0% |