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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 | $66,609 | $78,690-15.4% | $161,489-58.8% | $87,485-23.9% |
| Participation rate | 45.2% | 67.5%-22.2pp | 78.7%-33.5pp | 68.9%-23.7pp |
| Annual return | 10.28% | 32.74%-22.5pp | 89.72%-79.4pp | 26.06%-15.8pp |
| Employer contribution / active EE | $1,278 | $2,588-50.6% | $4,268-70.1% | $2,596-50.8% |
| Participant deferral / active EE | $2,791 | $3,311-15.7% | $5,630-50.4% | $4,274-34.7% |
| Admin fee / account holder | $6,511 | $6,724-3.2% | $16,006-59.3% | $7,775-16.3% |