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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 | $55,197 | $81,276-32.1% | $155,574-64.5% | $80,925-31.8% |
| Participation rate | 27.3% | 66.2%-39.0pp | 78.2%-50.9pp | 67.7%-40.4pp |
| Annual return | 10.41% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $1,176 | $3,103-62.1% | $4,676-74.9% | $2,756-57.3% |
| Participant deferral / active EE | $1,501 | $3,453-56.5% | $5,629-73.3% | $4,299-65.1% |
| Admin fee / account holder | $13,302 | $7,993+66.4% | $15,914-16.4% | $6,940+91.7% |