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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 | $61,146 | $76,371-19.9% | $93,621-34.7% | $72,975-16.2% |
| Participation rate | 36.0% | 71.8%-35.8pp | 75.8%-39.8pp | 69.5%-33.5pp |
| Annual return | 10.56% | 25.82%-15.3pp | 32.76%-22.2pp | 81.01%-70.4pp |
| Employer contribution / active EE | $1,200 | $2,276-47.3% | $2,719-55.9% | $2,440-50.8% |
| Participant deferral / active EE | $2,324 | $3,538-34.3% | $4,070-42.9% | $3,608-35.6% |
| Admin fee / account holder | $1,434 | $6,839-79.0% | $7,890-81.8% | $5,124-72.0% |