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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 | $59,244 | $81,358-27.2% | $155,556-61.9% | $80,959-26.8% |
| Participation rate | 47.6% | 66.3%-18.6pp | 78.2%-30.6pp | 67.7%-20.0pp |
| Annual return | 10.63% | 33.39%-22.8pp | 64.84%-54.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,325 | $3,106-57.4% | $4,675-71.7% | $2,757-52.0% |
| Participant deferral / active EE | $2,622 | $3,455-24.1% | $5,631-53.4% | $4,300-39.0% |
| Admin fee / account holder | $1,815 | $7,994-77.3% | $15,885-88.6% | $6,925-73.8% |