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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 | $78,577 | $108,825-27.8% | $156,181-49.7% | $82,448-4.7% |
| Participation rate | 46.2% | 72.4%-26.2pp | 78.8%-32.7pp | 68.1%-21.9pp |
| Annual return | 9.88% | 20.59%-10.7pp | 64.87%-55.0pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,200 | $2,870-58.2% | $4,294-72.0% | $2,551-52.9% |
| Participant deferral / active EE | $3,010 | $4,577-34.2% | $6,132-50.9% | $4,139-27.3% |
| Admin fee / account holder | $2,261 | $9,341-75.8% | $14,586-84.5% | $7,234-68.7% |