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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 | $32,784 | $81,487-59.8% | $102,412-68.0% | $80,935-59.5% |
| Participation rate | 37.8% | 66.8%-29.1pp | 74.5%-36.7pp | 67.7%-29.9pp |
| Annual return | 9.67% | 25.60%-15.9pp | 24.94%-15.3pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,287 | $3,103-58.5% | $3,870-66.7% | $2,757-53.3% |
| Participant deferral / active EE | $2,828 | $3,871-26.9% | $5,060-44.1% | $4,299-34.2% |
| Admin fee / account holder | $15,839 | $6,717+135.8% | $8,388+88.8% | $6,924+128.7% |