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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 | $89,259-33.8% | $107,187-44.8% | $82,637-28.4% |
| Participation rate | 37.3% | 67.9%-30.7pp | 75.0%-37.8pp | 68.1%-30.8pp |
| Annual return | 12.65% | 21.02%-8.4pp | 204.55%-191.9pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,309 | $3,080-57.5% | $3,782-65.4% | $2,552-48.7% |
| Participant deferral / active EE | $2,390 | $4,037-40.8% | $5,096-53.1% | $4,126-42.1% |
| Admin fee / account holder | $4,489 | $7,381-39.2% | $9,162-51.0% | $7,339-38.8% |