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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 | $82,133+59.8% | $147,318-10.9% | $64,097+104.8% |
| Participation rate | 14.2% | 62.3%-48.1pp | 82.1%-67.9pp | 55.2%-41.0pp |
| Annual return | 13.21% | 78.78%-65.6pp | 70.43%-57.2pp | 34.64%-21.4pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,631 | $5,407-69.8% | $7,906-79.4% | $3,080-47.1% |
| Admin fee / account holder | $2,223 | $3,730-40.4% | $13,708-83.8% | $3,454-35.7% |