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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 | $44,388 | $108,825-59.2% | $156,181-71.6% | $82,448-46.2% |
| Participation rate | 60.5% | 72.4%-11.9pp | 78.8%-18.4pp | 68.1%-7.6pp |
| Annual return | 10.34% | 20.59%-10.3pp | 64.87%-54.5pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,780 | $2,870-38.0% | $4,294-58.5% | $2,551-30.2% |
| Participant deferral / active EE | $3,599 | $4,577-21.4% | $6,132-41.3% | $4,139-13.0% |
| Admin fee / account holder | $6,956 | $9,341-25.5% | $14,586-52.3% | $7,234-3.8% |