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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 | $59,954 | $81,262-26.2% | $155,602-61.5% | $80,911-25.9% |
| Participation rate | 25.6% | 66.2%-40.7pp | 78.2%-52.6pp | 67.6%-42.1pp |
| Annual return | 10.62% | 33.34%-22.7pp | 64.81%-54.2pp | 35.63%-25.0pp |
| Employer contribution / active EE | $1,147 | $3,102-63.0% | $4,675-75.5% | $2,756-58.4% |
| Participant deferral / active EE | $1,959 | $3,451-43.2% | $5,629-65.2% | $4,297-54.4% |
| Admin fee / account holder | $512 | $7,992-93.6% | $15,923-96.8% | $6,935-92.6% |