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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 | $29,498 | $64,359-54.2% | $90,161-67.3% | $70,126-57.9% |
| Participation rate | 67.6% | 70.4%-2.8pp | 76.9%-9.2pp | 69.5%-1.9pp |
| Annual return | 13.64% | 28.13%-14.5pp | 34.89%-21.2pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,686 | $2,046-17.6% | $3,318-49.2% | $2,343-28.0% |
| Participant deferral / active EE | $3,323 | $4,389-24.3% | $5,287-37.1% | $3,332-0.3% |
| Admin fee / account holder | $889 | $3,945-77.5% | $5,943-85.0% | $4,645-80.9% |