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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 | $80,731-57.8% | $103,378-67.0% | $74,400-54.2% |
| Participation rate | 31.5% | 65.7%-34.2pp | 74.5%-43.1pp | 67.2%-35.8pp |
| Annual return | 8.04% | 27.56%-19.5pp | 24.91%-16.9pp | 1367.51%-1359.5pp |
| Employer contribution / active EE | $1,133 | $3,159-64.1% | $3,870-70.7% | $2,624-56.8% |
| Participant deferral / active EE | $1,718 | $3,862-55.5% | $5,058-66.0% | $4,348-60.5% |
| Admin fee / account holder | $5,679 | $2,369+139.7% | $8,401-32.4% | $1,944+192.2% |