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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 | $150,742 | $76,407+97.3% | $150,298+0.3% | $82,448+82.8% |
| Participation rate | 47.8% | 66.4%-18.6pp | 77.8%-29.9pp | 68.1%-20.2pp |
| Annual return | 9.96% | 39.99%-30.0pp | 62.79%-52.8pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,182 | $3,214+92.3% | $5,453+13.4% | $4,139+49.4% |
| Admin fee / account holder | $20,774 | $6,352+227.0% | $14,116+47.2% | $7,234+187.2% |