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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 | $55,820 | $93,055-40.0% | $153,741-63.7% | $80,959-31.1% |
| Participation rate | 32.3% | 69.0%-36.7pp | 77.1%-44.8pp | 67.7%-35.4pp |
| Annual return | 3.44% | 19.97%-16.5pp | 15.71%-12.3pp | 35.67%-32.2pp |
| Employer contribution / active EE | $1,713 | $3,504-51.1% | $5,042-66.0% | $2,757-37.9% |
| Participant deferral / active EE | $2,944 | $5,172-43.1% | $6,757-56.4% | $4,300-31.5% |
| Admin fee / account holder | $638 | $8,881-92.8% | $12,749-95.0% | $6,925-90.8% |