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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 | $72,216 | $108,825-33.6% | $156,181-53.8% | $82,448-12.4% |
| Participation rate | 27.5% | 72.4%-44.9pp | 78.8%-51.4pp | 68.1%-40.6pp |
| Annual return | 11.48% | 20.59%-9.1pp | 64.87%-53.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,432 | $2,870-50.1% | $4,294-66.7% | $2,551-43.9% |
| Participant deferral / active EE | $2,423 | $4,577-47.1% | $6,132-60.5% | $4,139-41.5% |
| Admin fee / account holder | $520 | $9,341-94.4% | $14,586-96.4% | $7,234-92.8% |