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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 | $112,611 | $78,690+43.1% | $161,489-30.3% | $87,485+28.7% |
| Participation rate | 23.1% | 67.5%-44.4pp | 78.7%-55.6pp | 68.9%-45.9pp |
| Annual return | 11.82% | 32.74%-20.9pp | 89.72%-77.9pp | 26.06%-14.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,220 | $3,311-63.2% | $5,630-78.3% | $4,274-71.5% |
| Admin fee / account holder | $1,480 | $6,724-78.0% | $16,006-90.8% | $7,775-81.0% |