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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 | $34,431 | $81,276-57.6% | $155,574-77.9% | $80,925-57.5% |
| Participation rate | 49.4% | 66.2%-16.9pp | 78.2%-28.8pp | 67.7%-18.3pp |
| Annual return | 4.09% | 33.36%-29.3pp | 64.87%-60.8pp | 35.65%-31.6pp |
| Employer contribution / active EE | $1,160 | $3,103-62.6% | $4,676-75.2% | $2,756-57.9% |
| Participant deferral / active EE | $1,399 | $3,453-59.5% | $5,629-75.1% | $4,299-67.4% |
| Admin fee / account holder | $6,625 | $7,993-17.1% | $15,914-58.4% | $6,940-4.5% |