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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 | $67,575 | $81,476-17.1% | $102,383-34.0% | $80,925-16.5% |
| Participation rate | 40.3% | 66.8%-26.6pp | 74.5%-34.2pp | 67.7%-27.4pp |
| Annual return | 8.56% | 25.59%-17.0pp | 24.94%-16.4pp | 35.65%-27.1pp |
| Employer contribution / active EE | $1,260 | $3,105-59.4% | $3,870-67.4% | $2,756-54.3% |
| Participant deferral / active EE | $1,894 | $3,871-51.1% | $5,060-62.6% | $4,299-55.9% |
| Admin fee / account holder | $6,359 | $6,717-5.3% | $8,391-24.2% | $6,940-8.4% |