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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 | $60,001 | $76,551-21.6% | $123,894-51.6% | $62,881-4.6% |
| Participation rate | 32.6% | 73.0%-40.4pp | 81.4%-48.9pp | 69.3%-36.7pp |
| Annual return | 4.74% | 18.68%-13.9pp | 47.52%-42.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,421 | $2,882-50.7% | $4,617-69.2% | $2,281-37.7% |
| Participant deferral / active EE | $4,894 | $4,840+1.1% | $5,984-18.2% | $3,203+52.8% |
| Admin fee / account holder | $6,436 | $4,826+33.4% | $8,357-23.0% | $4,296+49.8% |