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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 | $34,434 | $106,236-67.6% | $96,496-64.3% | $139,427-75.3% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.8pp |
| Annual return | 8.82% | 38.43%-29.6pp | 35.70%-26.9pp | 373.27%-364.4pp |
| Employer contribution / active EE | $1,503 | $4,104-63.4% | $3,738-59.8% | $4,752-68.4% |
| Participant deferral / active EE | $2,053 | $5,455-62.4% | $4,879-57.9% | $6,711-69.4% |
| Admin fee / account holder | $6,945 | $7,879-11.8% | $6,731+3.2% | $11,404-39.1% |