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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 | $34,568 | $81,262-57.5% | $155,602-77.8% | $80,911-57.3% |
| Participation rate | 45.8% | 66.2%-20.4pp | 78.2%-32.4pp | 67.6%-21.8pp |
| Annual return | 7.85% | 33.34%-25.5pp | 64.81%-57.0pp | 35.63%-27.8pp |
| Employer contribution / active EE | $1,241 | $3,102-60.0% | $4,675-73.5% | $2,756-55.0% |
| Participant deferral / active EE | $2,360 | $3,451-31.6% | $5,629-58.1% | $4,297-45.1% |
| Admin fee / account holder | $17,631 | $7,992+120.6% | $15,923+10.7% | $6,935+154.2% |