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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 | $59,128 | $88,672-33.3% | $105,223-43.8% | $82,448-28.3% |
| Participation rate | 37.3% | 67.9%-30.7pp | 75.0%-37.8pp | 68.1%-30.8pp |
| Annual return | 12.65% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,309 | $3,048-57.1% | $3,689-64.5% | $2,551-48.7% |
| Participant deferral / active EE | $2,390 | $4,036-40.8% | $5,072-52.9% | $4,139-42.3% |
| Admin fee / account holder | $4,489 | $7,146-37.2% | $8,859-49.3% | $7,234-37.9% |