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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 | $60,082 | $81,487-26.3% | $102,412-41.3% | $80,935-25.8% |
| Participation rate | 34.2% | 66.8%-32.6pp | 74.5%-40.3pp | 67.7%-33.5pp |
| Annual return | 6.89% | 25.60%-18.7pp | 24.94%-18.1pp | 35.66%-28.8pp |
| Employer contribution / active EE | $1,183 | $3,103-61.9% | $3,870-69.4% | $2,757-57.1% |
| Participant deferral / active EE | $3,000 | $3,871-22.5% | $5,060-40.7% | $4,299-30.2% |
| Admin fee / account holder | $1,287 | $6,717-80.8% | $8,388-84.7% | $6,924-81.4% |