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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 | $81,487-25.1% | $102,412-40.4% | $80,935-24.5% |
| Participation rate | 33.9% | 66.8%-32.9pp | 74.5%-40.6pp | 67.7%-33.8pp |
| Annual return | 9.49% | 25.60%-16.1pp | 24.94%-15.5pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,234 | $3,103-60.2% | $3,870-68.1% | $2,757-55.2% |
| Participant deferral / active EE | $2,238 | $3,871-42.2% | $5,060-55.8% | $4,299-47.9% |
| Admin fee / account holder | $8,179 | $6,717+21.8% | $8,388-2.5% | $6,924+18.1% |