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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 | $81,476-29.2% | $102,383-43.7% | $80,925-28.7% |
| Participation rate | 40.4% | 66.8%-26.4pp | 74.5%-34.1pp | 67.7%-27.2pp |
| Annual return | 7.80% | 25.59%-17.8pp | 24.94%-17.1pp | 35.65%-27.9pp |
| Employer contribution / active EE | $1,218 | $3,105-60.8% | $3,870-68.5% | $2,756-55.8% |
| Participant deferral / active EE | $3,445 | $3,871-11.0% | $5,060-31.9% | $4,299-19.9% |
| Admin fee / account holder | $14,215 | $6,717+111.6% | $8,391+69.4% | $6,940+104.8% |