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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 | $67,826 | $87,132-22.2% | $105,624-35.8% | $80,959-16.2% |
| Participation rate | 45.5% | 70.4%-25.0pp | 75.3%-29.8pp | 67.7%-22.2pp |
| Annual return | 6.53% | 17.03%-10.5pp | 116.20%-109.7pp | 35.67%-29.1pp |
| Employer contribution / active EE | $1,288 | $2,397-46.3% | $3,168-59.3% | $2,757-53.3% |
| Participant deferral / active EE | $3,036 | $3,985-23.8% | $5,013-39.4% | $4,300-29.4% |
| Admin fee / account holder | $2,139 | $8,449-74.7% | $10,961-80.5% | $6,925-69.1% |