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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 | $124,534 | $106,524+16.9% | $152,301-18.2% | $87,485+42.3% |
| Participation rate | 30.8% | 75.8%-45.0pp | 82.4%-51.7pp | 68.9%-38.2pp |
| Annual return | 12.35% | 26.89%-14.5pp | 80.50%-68.2pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,712 | $6,525-58.4% | $8,004-66.1% | $4,274-36.5% |
| Admin fee / account holder | $5,159 | $8,287-37.7% | $14,398-64.2% | $7,775-33.6% |