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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 | $29,814 | $57,119-47.8% | $85,187-65.0% | $80,935-63.2% |
| Participation rate | 44.8% | 56.4%-11.6pp | 67.5%-22.7pp | 67.7%-22.8pp |
| Annual return | 7.64% | 21.70%-14.1pp | 66.67%-59.0pp | 35.66%-28.0pp |
| Employer contribution / active EE | $1,116 | $1,802-38.0% | $2,732-59.2% | $2,757-59.5% |
| Participant deferral / active EE | $2,210 | $3,115-29.1% | $4,525-51.2% | $4,299-48.6% |
| Admin fee / account holder | $8,165 | $4,990+63.6% | $6,162+32.5% | $6,924+17.9% |