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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 | $81,331-57.5% | $155,534-77.8% | $80,935-57.3% |
| Participation rate | 45.8% | 66.3%-20.4pp | 78.2%-32.4pp | 67.7%-21.8pp |
| Annual return | 7.85% | 33.37%-25.5pp | 64.92%-57.1pp | 35.66%-27.8pp |
| Employer contribution / active EE | $1,241 | $3,105-60.0% | $4,675-73.4% | $2,757-55.0% |
| Participant deferral / active EE | $2,360 | $3,454-31.7% | $5,630-58.1% | $4,299-45.1% |
| Admin fee / account holder | $17,631 | $7,999+120.4% | $15,900+10.9% | $6,924+154.6% |