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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 | $80,520 | $153,769-47.6% | $133,975-39.9% | $273,972-70.6% |
| Participation rate | 30.0% | 88.4%-58.4pp | 87.1%-57.1pp | 83.0%-53.0pp |
| Annual return | 3.22% | 36.51%-33.3pp | 29.29%-26.1pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,328 | $6,029-78.0% | $5,211-74.5% | $4,869-72.7% |
| Participant deferral / active EE | $3,400 | $6,958-51.1% | $6,282-45.9% | $5,287-35.7% |
| Admin fee / account holder | $2,916 | $11,765-75.2% | $9,324-68.7% | $10,133-71.2% |