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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 | $72,051 | $101,778-29.2% | $164,975-56.3% | $80,925-11.0% |
| Participation rate | 52.6% | 71.8%-19.3pp | 78.6%-26.0pp | 67.7%-15.1pp |
| Annual return | 8.00% | 16.73%-8.7pp | 70.12%-62.1pp | 35.65%-27.7pp |
| Employer contribution / active EE | $1,038 | $2,954-64.9% | $4,343-76.1% | $2,756-62.3% |
| Participant deferral / active EE | $2,084 | $4,477-53.5% | $6,033-65.5% | $4,299-51.5% |
| Admin fee / account holder | $6,684 | $8,221-18.7% | $12,688-47.3% | $6,940-3.7% |