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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 | $63,094 | $73,978-14.7% | $96,515-34.6% | $75,173-16.1% |
| Participation rate | 48.8% | 66.4%-17.6pp | 74.3%-25.6pp | 67.2%-18.4pp |
| Annual return | 12.79% | 26.72%-13.9pp | 35.73%-22.9pp | 160.72%-147.9pp |
| Employer contribution / active EE | $1,393 | $2,931-52.5% | $3,740-62.7% | $2,671-47.8% |
| Participant deferral / active EE | $2,296 | $3,660-37.3% | $4,880-53.0% | $4,126-44.4% |
| Admin fee / account holder | $3,238 | $5,219-37.9% | $6,735-51.9% | $5,651-42.7% |