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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 | $53,470 | $81,358-34.3% | $155,556-65.6% | $80,959-34.0% |
| Participation rate | 32.7% | 66.3%-33.5pp | 78.2%-45.5pp | 67.7%-34.9pp |
| Annual return | 10.51% | 33.39%-22.9pp | 64.84%-54.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,478 | $3,106-52.4% | $4,675-68.4% | $2,757-46.4% |
| Participant deferral / active EE | $2,033 | $3,455-41.2% | $5,631-63.9% | $4,300-52.7% |
| Admin fee / account holder | $6,363 | $7,994-20.4% | $15,885-59.9% | $6,925-8.1% |