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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 | $84,561 | $106,524-20.6% | $152,301-44.5% | $87,485-3.3% |
| Participation rate | 47.4% | 75.8%-28.4pp | 82.4%-35.1pp | 68.9%-21.6pp |
| Annual return | 9.56% | 26.89%-17.3pp | 80.50%-70.9pp | 26.06%-16.5pp |
| Employer contribution / active EE | $1,342 | $3,371-60.2% | $4,624-71.0% | $2,596-48.3% |
| Participant deferral / active EE | $3,290 | $6,525-49.6% | $8,004-58.9% | $4,274-23.0% |
| Admin fee / account holder | $744 | $8,287-91.0% | $14,398-94.8% | $7,775-90.4% |