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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 | $143,269 | $73,787+94.2% | $98,716+45.1% | $82,448+73.8% |
| Participation rate | 39.1% | 61.4%-22.3pp | 69.3%-30.2pp | 68.1%-28.9pp |
| Annual return | 11.00% | 18.57%-7.6pp | 31.81%-20.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,907 | $3,081+59.2% | $4,048+21.2% | $4,139+18.5% |
| Admin fee / account holder | $45,847 | $6,500+605.3% | $8,703+426.8% | $7,234+533.7% |