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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 | $31,207 | $81,504-61.7% | $102,437-69.5% | $80,959-61.5% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 6.86% | 25.60%-18.7pp | 24.95%-18.1pp | 35.67%-28.8pp |
| Employer contribution / active EE | $1,253 | $3,104-59.6% | $3,871-67.6% | $2,757-54.6% |
| Participant deferral / active EE | $4,457 | $3,871+15.1% | $5,060-11.9% | $4,300+3.6% |
| Admin fee / account holder | $2,610 | $6,719-61.2% | $8,388-68.9% | $6,925-62.3% |