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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 | $63,329 | $81,504-22.3% | $102,437-38.2% | $80,959-21.8% |
| Participation rate | 38.5% | 66.9%-28.4pp | 74.5%-36.0pp | 67.7%-29.2pp |
| Annual return | 9.85% | 25.60%-15.7pp | 24.95%-15.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $936 | $3,104-69.8% | $3,871-75.8% | $2,757-66.1% |
| Participant deferral / active EE | $2,646 | $3,871-31.6% | $5,060-47.7% | $4,300-38.5% |
| Admin fee / account holder | $1,899 | $6,719-71.7% | $8,388-77.4% | $6,925-72.6% |