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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 | $61,551 | $72,273-14.8% | $101,275-39.2% | $79,856-22.9% |
| Participation rate | 26.9% | 68.5%-41.6pp | 75.8%-48.9pp | 69.6%-42.8pp |
| Annual return | 2.23% | 22.30%-20.1pp | 46.48%-44.3pp | 31.71%-29.5pp |
| Employer contribution / active EE | $1,024 | $2,691-62.0% | $3,660-72.0% | $2,471-58.6% |
| Participant deferral / active EE | $2,091 | $3,282-36.3% | $4,371-52.1% | $3,741-44.1% |
| Admin fee / account holder | $7,241 | $4,401+64.5% | $5,948+21.7% | $5,306+36.5% |