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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 | $81,446-61.7% | $103,374-69.8% | $80,874-61.4% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 6.86% | 25.57%-18.7pp | 24.89%-18.0pp | 35.62%-28.8pp |
| Employer contribution / active EE | $1,253 | $3,107-59.7% | $3,869-67.6% | $2,756-54.5% |
| Participant deferral / active EE | $4,457 | $3,870+15.2% | $5,058-11.9% | $4,297+3.7% |
| Admin fee / account holder | $2,610 | $6,715-61.1% | $8,394-68.9% | $6,935-62.4% |