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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 | $94,436-34.1% | $115,599-46.2% | $82,637-24.7% |
| Participation rate | 29.0% | 70.4%-41.4pp | 74.3%-45.2pp | 68.1%-39.0pp |
| Annual return | 11.85% | 18.37%-6.5pp | 111.10%-99.2pp | 53.51%-41.7pp |
| Employer contribution / active EE | $909 | $2,324-60.9% | $2,955-69.2% | $2,552-64.4% |
| Participant deferral / active EE | $1,723 | $3,955-56.4% | $4,889-64.8% | $4,126-58.2% |
| Admin fee / account holder | $3,418 | $10,328-66.9% | $12,841-73.4% | $7,339-53.4% |