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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 | $56,590 | $81,262-30.4% | $155,602-63.6% | $80,911-30.1% |
| Participation rate | 34.8% | 66.2%-31.4pp | 78.2%-43.4pp | 67.6%-32.8pp |
| Annual return | 8.87% | 33.34%-24.5pp | 64.81%-55.9pp | 35.63%-26.8pp |
| Employer contribution / active EE | $466 | $3,102-85.0% | $4,675-90.0% | $2,756-83.1% |
| Participant deferral / active EE | $1,689 | $3,451-51.1% | $5,629-70.0% | $4,297-60.7% |
| Admin fee / account holder | $937 | $7,992-88.3% | $15,923-94.1% | $6,935-86.5% |