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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 | $81,331-26.3% | $155,534-61.5% | $80,935-25.9% |
| Participation rate | 25.6% | 66.3%-40.7pp | 78.2%-52.6pp | 67.7%-42.1pp |
| Annual return | 10.62% | 33.37%-22.8pp | 64.92%-54.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,147 | $3,105-63.1% | $4,675-75.5% | $2,757-58.4% |
| Participant deferral / active EE | $1,959 | $3,454-43.3% | $5,630-65.2% | $4,299-54.4% |
| Admin fee / account holder | $512 | $7,999-93.6% | $15,900-96.8% | $6,924-92.6% |