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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 | $160,497 | $73,787+117.5% | $98,716+62.6% | $82,448+94.7% |
| Participation rate | 41.9% | 61.4%-19.5pp | 69.3%-27.4pp | 68.1%-26.2pp |
| Annual return | 11.33% | 18.57%-7.2pp | 31.81%-20.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,024 | $3,081+30.6% | $4,048-0.6% | $4,139-2.8% |
| Admin fee / account holder | $43,524 | $6,500+569.6% | $8,703+400.1% | $7,234+501.6% |