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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 | $61,070 | $81,457-25.0% | $103,378-40.9% | $80,911-24.5% |
| Participation rate | 33.9% | 66.8%-32.9pp | 74.5%-40.6pp | 67.6%-33.7pp |
| Annual return | 9.49% | 25.58%-16.1pp | 24.91%-15.4pp | 35.63%-26.1pp |
| Employer contribution / active EE | $1,234 | $3,107-60.3% | $3,870-68.1% | $2,756-55.2% |
| Participant deferral / active EE | $2,238 | $3,871-42.2% | $5,058-55.7% | $4,297-47.9% |
| Admin fee / account holder | $8,179 | $6,717+21.8% | $8,401-2.6% | $6,935+17.9% |