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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 | $67,904 | $81,276-16.5% | $155,574-56.4% | $80,925-16.1% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.8pp | 67.7%-23.2pp |
| Annual return | 10.12% | 33.36%-23.2pp | 64.87%-54.7pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,174 | $3,103-62.2% | $4,676-74.9% | $2,756-57.4% |
| Participant deferral / active EE | $2,438 | $3,453-29.4% | $5,629-56.7% | $4,299-43.3% |
| Admin fee / account holder | $4,702 | $7,993-41.2% | $15,914-70.5% | $6,940-32.2% |