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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 | $33,473 | $81,331-58.8% | $155,534-78.5% | $80,935-58.6% |
| Participation rate | 39.2% | 66.3%-27.0pp | 78.2%-39.0pp | 67.7%-28.4pp |
| Annual return | 8.58% | 33.37%-24.8pp | 64.92%-56.3pp | 35.66%-27.1pp |
| Employer contribution / active EE | $1,018 | $3,105-67.2% | $4,675-78.2% | $2,757-63.1% |
| Participant deferral / active EE | $1,230 | $3,454-64.4% | $5,630-78.1% | $4,299-71.4% |
| Admin fee / account holder | $5,717 | $7,999-28.5% | $15,900-64.0% | $6,924-17.4% |