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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 | $62,210 | $94,031-33.8% | $115,768-46.3% | $82,448-24.5% |
| Participation rate | 29.0% | 70.4%-41.4pp | 74.4%-45.4pp | 68.1%-39.0pp |
| Annual return | 11.85% | 20.61%-8.8pp | 100.46%-88.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $909 | $2,323-60.9% | $2,940-69.1% | $2,551-64.3% |
| Participant deferral / active EE | $1,723 | $3,972-56.6% | $4,917-65.0% | $4,139-58.4% |
| Admin fee / account holder | $3,418 | $10,249-66.6% | $12,439-72.5% | $7,234-52.7% |