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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 | $133,141 | $106,749+24.7% | $145,433-8.5% | $82,448+61.5% |
| Participation rate | 38.5% | 75.6%-37.2pp | 82.1%-43.7pp | 68.1%-29.6pp |
| Annual return | 12.94% | 27.59%-14.7pp | 66.58%-53.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,616 | $6,519-59.9% | $7,897-66.9% | $4,139-36.8% |
| Admin fee / account holder | $15,491 | $8,390+84.6% | $13,129+18.0% | $7,234+114.1% |