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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 | $70,528 | $87,132-19.1% | $105,624-33.2% | $80,959-12.9% |
| Participation rate | 39.6% | 70.4%-30.8pp | 75.3%-35.7pp | 67.7%-28.1pp |
| Annual return | 9.15% | 17.03%-7.9pp | 116.20%-107.1pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,242 | $2,397-48.2% | $3,168-60.8% | $2,757-54.9% |
| Participant deferral / active EE | $2,735 | $3,985-31.4% | $5,013-45.4% | $4,300-36.4% |
| Admin fee / account holder | $4,710 | $8,449-44.3% | $10,961-57.0% | $6,925-32.0% |