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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 | $28,603 | $77,814-63.2% | $158,223-81.9% | $86,983-67.1% |
| Participation rate | 60.6% | 68.4%-7.8pp | 79.2%-18.6pp | 69.5%-8.9pp |
| Annual return | 10.62% | 30.54%-19.9pp | 52.09%-41.5pp | 25.83%-15.2pp |
| Employer contribution / active EE | $1,591 | $2,592-38.6% | $4,109-61.3% | $2,584-38.4% |
| Participant deferral / active EE | $4,704 | $3,270+43.9% | $5,467-13.9% | $4,194+12.2% |
| Admin fee / account holder | $1,883 | $5,879-68.0% | $16,047-88.3% | $7,856-76.0% |