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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 | $38,525 | $106,749-63.9% | $145,433-73.5% | $82,448-53.3% |
| Participation rate | 63.0% | 75.6%-12.7pp | 82.1%-19.2pp | 68.1%-5.1pp |
| Annual return | 13.56% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,321 | $3,444-61.7% | $4,554-71.0% | $2,551-48.2% |
| Participant deferral / active EE | $2,801 | $6,519-57.0% | $7,897-64.5% | $4,139-32.3% |
| Admin fee / account holder | $10,684 | $8,390+27.3% | $13,129-18.6% | $7,234+47.7% |