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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 | $63,883 | $86,919-26.5% | $102,457-37.6% | $80,911-21.0% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 7.62% | 18.90%-11.3pp | 29.41%-21.8pp | 35.63%-28.0pp |
| Employer contribution / active EE | $1,327 | $2,368-44.0% | $3,022-56.1% | $2,756-51.8% |
| Participant deferral / active EE | $3,428 | $4,119-16.8% | $5,054-32.2% | $4,297-20.2% |
| Admin fee / account holder | $4,209 | $8,049-47.7% | $9,451-55.5% | $6,935-39.3% |