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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 | $81,457-26.2% | $103,378-41.9% | $80,911-25.7% |
| Participation rate | 34.2% | 66.8%-32.6pp | 74.5%-40.3pp | 67.6%-33.4pp |
| Annual return | 6.89% | 25.58%-18.7pp | 24.91%-18.0pp | 35.63%-28.7pp |
| Employer contribution / active EE | $1,183 | $3,107-61.9% | $3,870-69.4% | $2,756-57.1% |
| Participant deferral / active EE | $3,000 | $3,871-22.5% | $5,058-40.7% | $4,297-30.2% |
| Admin fee / account holder | $1,287 | $6,717-80.8% | $8,401-84.7% | $6,935-81.4% |