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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 | $57,374 | $95,453-39.9% | $112,040-48.8% | $82,448-30.4% |
| Participation rate | 43.3% | 72.8%-29.5pp | 76.5%-33.2pp | 68.1%-24.8pp |
| Annual return | 12.14% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,769 | $2,318-23.7% | $2,954-40.1% | $2,551-30.6% |
| Participant deferral / active EE | $4,524 | $4,224+7.1% | $5,098-11.3% | $4,139+9.3% |
| Admin fee / account holder | $934 | $9,013-89.6% | $12,098-92.3% | $7,234-87.1% |