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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 | $132,648 | $22,602+486.9% | $65,328+103.1% | $75,181+76.4% |
| Participation rate | 30.8% | 63.1%-32.3pp | 64.9%-34.2pp | 67.2%-36.4pp |
| Annual return | 12.26% | 71.13%-58.9pp | 47.39%-35.1pp | 160.69%-148.4pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,330 | $1,695-21.5% | $2,832-53.0% | $4,126-67.8% |
| Admin fee / account holder | $3,797 | $1,877+102.3% | $4,116-7.7% | $5,650-32.8% |