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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 | $156,008 | $37,446+316.6% | $77,552+101.2% | $79,856+95.4% |
| Participation rate | 2.4% | 41.5%-39.1pp | 54.2%-51.8pp | 69.6%-67.2pp |
| Annual return | 9.09% | 39.76%-30.7pp | 54.82%-45.7pp | 31.71%-22.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $986 | $1,261-21.8% | $1,861-47.0% | $3,741-73.6% |
| Admin fee / account holder | $59,921 | $2,506+2291.0% | $2,859+1995.8% | $5,306+1029.2% |