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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 | $71,103 | $108,825-34.7% | $156,181-54.5% | $82,448-13.8% |
| Participation rate | 52.0% | 72.4%-20.4pp | 78.8%-26.8pp | 68.1%-16.1pp |
| Annual return | 11.28% | 20.59%-9.3pp | 64.87%-53.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,026 | $2,870-64.2% | $4,294-76.1% | $2,551-59.8% |
| Participant deferral / active EE | $2,390 | $4,577-47.8% | $6,132-61.0% | $4,139-42.3% |
| Admin fee / account holder | $2,372 | $9,341-74.6% | $14,586-83.7% | $7,234-67.2% |