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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 | $61,819 | $87,037-29.0% | $106,201-41.8% | $80,874-23.6% |
| Participation rate | 37.5% | 70.4%-32.9pp | 75.3%-37.8pp | 67.6%-30.1pp |
| Annual return | 6.47% | 17.05%-10.6pp | 116.26%-109.8pp | 35.62%-29.1pp |
| Employer contribution / active EE | $1,319 | $2,396-45.0% | $3,170-58.4% | $2,756-52.1% |
| Participant deferral / active EE | $2,785 | $3,986-30.1% | $5,012-44.4% | $4,297-35.2% |
| Admin fee / account holder | $3,048 | $8,434-63.9% | $11,039-72.4% | $6,935-56.0% |