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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 | $72,054 | $97,648-26.2% | $121,663-40.8% | $87,485-17.6% |
| Participation rate | 51.5% | 70.5%-19.0pp | 74.5%-23.0pp | 68.9%-17.5pp |
| Annual return | 9.46% | 18.03%-8.6pp | 147.54%-138.1pp | 26.06%-16.6pp |
| Employer contribution / active EE | $1,351 | $2,300-41.3% | $3,020-55.3% | $2,596-48.0% |
| Participant deferral / active EE | $2,815 | $3,923-28.2% | $4,887-42.4% | $4,274-34.1% |
| Admin fee / account holder | $9,016 | $11,100-18.8% | $14,289-36.9% | $7,775+16.0% |