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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 | $131,244 | $88,360+48.5% | $145,433-9.8% | $67,986+93.0% |
| Participation rate | 14.2% | 65.5%-51.3pp | 82.1%-68.0pp | 57.2%-43.1pp |
| Annual return | 13.21% | 63.15%-49.9pp | 66.58%-53.4pp | 31.67%-18.5pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,631 | $5,932-72.5% | $7,897-79.4% | $3,358-51.4% |
| Admin fee / account holder | $2,223 | $3,313-32.9% | $13,129-83.1% | $3,203-30.6% |