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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 | $57,678 | $81,504-29.2% | $102,437-43.7% | $80,959-28.8% |
| Participation rate | 40.4% | 66.9%-26.4pp | 74.5%-34.1pp | 67.7%-27.2pp |
| Annual return | 7.80% | 25.60%-17.8pp | 24.95%-17.2pp | 35.67%-27.9pp |
| Employer contribution / active EE | $1,218 | $3,104-60.8% | $3,871-68.5% | $2,757-55.8% |
| Participant deferral / active EE | $3,445 | $3,871-11.0% | $5,060-31.9% | $4,300-19.9% |
| Admin fee / account holder | $14,215 | $6,719+111.6% | $8,388+69.5% | $6,925+105.3% |