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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 | $72,543 | $81,487-11.0% | $102,412-29.2% | $80,935-10.4% |
| Participation rate | 32.4% | 66.8%-34.4pp | 74.5%-42.1pp | 67.7%-35.2pp |
| Annual return | 7.83% | 25.60%-17.8pp | 24.94%-17.1pp | 35.66%-27.8pp |
| Employer contribution / active EE | $1,149 | $3,103-63.0% | $3,870-70.3% | $2,757-58.3% |
| Participant deferral / active EE | $3,072 | $3,871-20.6% | $5,060-39.3% | $4,299-28.5% |
| Admin fee / account holder | $28,574 | $6,717+325.4% | $8,388+240.7% | $6,924+312.7% |