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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 | $58,531 | $94,031-37.8% | $115,768-49.4% | $82,448-29.0% |
| Participation rate | 48.2% | 70.4%-22.2pp | 74.4%-26.2pp | 68.1%-19.9pp |
| Annual return | 12.04% | 20.61%-8.6pp | 100.46%-88.4pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,656 | $2,323-28.7% | $2,940-43.7% | $2,551-35.1% |
| Participant deferral / active EE | $3,557 | $3,972-10.4% | $4,917-27.7% | $4,139-14.1% |
| Admin fee / account holder | $6,068 | $10,249-40.8% | $12,439-51.2% | $7,234-16.1% |