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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 | $59,786 | $81,446-26.6% | $103,374-42.2% | $80,874-26.1% |
| Participation rate | 48.5% | 66.9%-18.4pp | 74.5%-26.0pp | 67.6%-19.2pp |
| Annual return | 9.52% | 25.57%-16.0pp | 24.89%-15.4pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,532 | $3,107-50.7% | $3,869-60.4% | $2,756-44.4% |
| Participant deferral / active EE | $2,729 | $3,870-29.5% | $5,058-46.1% | $4,297-36.5% |
| Admin fee / account holder | $522 | $6,715-92.2% | $8,394-93.8% | $6,935-92.5% |