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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 | $62,015 | $76,696-19.1% | $96,538-35.8% | $71,529-13.3% |
| Participation rate | 38.7% | 66.6%-27.9pp | 74.3%-35.6pp | 67.9%-29.2pp |
| Annual return | 14.11% | 48.32%-34.2pp | 35.74%-21.6pp | 28.97%-14.9pp |
| Employer contribution / active EE | $1,392 | $3,032-54.1% | $3,740-62.8% | $2,590-46.2% |
| Participant deferral / active EE | $2,979 | $3,770-21.0% | $4,880-39.0% | $4,291-30.6% |
| Admin fee / account holder | $3,216 | $2,030+58.4% | $6,737-52.3% | $1,588+102.5% |