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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 | $50,252 | $76,564-34.4% | $105,582-52.4% | $94,015-46.5% |
| Participation rate | 26.3% | 65.2%-38.9pp | 71.8%-45.5pp | 70.8%-44.5pp |
| Annual return | 9.61% | 20.69%-11.1pp | 18.61%-9.0pp | 17.84%-8.2pp |
| Employer contribution / active EE | $1,126 | $1,995-43.6% | $2,984-62.3% | $2,790-59.7% |
| Participant deferral / active EE | $1,544 | $3,320-53.5% | $4,353-64.5% | $4,249-63.7% |
| Admin fee / account holder | $3,467 | $7,129-51.4% | $12,856-73.0% | $8,951-61.3% |