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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 | $57,501 | $81,276-29.3% | $155,574-63.0% | $80,925-28.9% |
| Participation rate | 30.0% | 66.2%-36.2pp | 78.2%-48.2pp | 67.7%-37.7pp |
| Annual return | 8.39% | 33.36%-25.0pp | 64.87%-56.5pp | 35.65%-27.3pp |
| Employer contribution / active EE | $1,030 | $3,103-66.8% | $4,676-78.0% | $2,756-62.6% |
| Participant deferral / active EE | $2,205 | $3,453-36.1% | $5,629-60.8% | $4,299-48.7% |
| Admin fee / account holder | $1,717 | $7,993-78.5% | $15,914-89.2% | $6,940-75.3% |