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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 | $62,529 | $81,504-23.3% | $102,437-39.0% | $80,959-22.8% |
| Participation rate | 37.8% | 66.9%-29.0pp | 74.5%-36.7pp | 67.7%-29.8pp |
| Annual return | 9.66% | 25.60%-15.9pp | 24.95%-15.3pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,394 | $3,104-55.1% | $3,871-64.0% | $2,757-49.4% |
| Participant deferral / active EE | $1,704 | $3,871-56.0% | $5,060-66.3% | $4,300-60.4% |
| Admin fee / account holder | $2,323 | $6,719-65.4% | $8,388-72.3% | $6,925-66.5% |