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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 | $133,244 | $64,359+107.0% | $90,161+47.8% | $70,126+90.0% |
| Participation rate | 38.7% | 70.4%-31.7pp | 76.9%-38.2pp | 69.5%-30.8pp |
| Annual return | 12.61% | 28.13%-15.5pp | 34.89%-22.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,911 | $4,389-10.9% | $5,287-26.0% | $3,332+17.4% |
| Admin fee / account holder | $21,417 | $3,945+442.9% | $5,943+260.4% | $4,645+361.0% |