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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 | $117,028 | $88,360+32.4% | $145,433-19.5% | $67,986+72.1% |
| Participation rate | 29.9% | 65.5%-35.6pp | 82.1%-52.3pp | 57.2%-27.4pp |
| Annual return | 12.55% | 63.15%-50.6pp | 66.58%-54.0pp | 31.67%-19.1pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,298 | $5,932-44.4% | $7,897-58.2% | $3,358-1.8% |
| Admin fee / account holder | $10,373 | $3,313+213.1% | $13,129-21.0% | $3,203+223.8% |