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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 | $67,882 | $86,938-21.9% | $102,423-33.7% | $80,925-16.1% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 8.03% | 18.89%-10.9pp | 29.42%-21.4pp | 35.65%-27.6pp |
| Employer contribution / active EE | $1,546 | $2,369-34.8% | $3,023-48.9% | $2,756-43.9% |
| Participant deferral / active EE | $2,473 | $4,120-40.0% | $5,054-51.1% | $4,299-42.5% |
| Admin fee / account holder | $6,028 | $8,053-25.1% | $9,455-36.2% | $6,940-13.1% |