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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 | $106,749+16.7% | $145,433-14.4% | $82,448+51.0% |
| Participation rate | 30.8% | 75.6%-44.9pp | 82.1%-51.4pp | 68.1%-37.3pp |
| Annual return | 12.35% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,712 | $6,519-58.4% | $7,897-65.7% | $4,139-34.5% |
| Admin fee / account holder | $5,159 | $8,390-38.5% | $13,129-60.7% | $7,234-28.7% |