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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 | $235,028 | $57,590+308.1% | $86,233+172.6% | $82,448+185.1% |
| Participation rate | 52.0% | 57.9%-5.9pp | 69.0%-17.0pp | 68.1%-16.1pp |
| Annual return | 9.58% | 22.41%-12.8pp | 61.39%-51.8pp | 41.64%-32.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,152 | $3,080+99.7% | $4,559+34.9% | $4,139+48.6% |
| Admin fee / account holder | $142,135 | $4,730+2904.8% | $8,342+1603.8% | $7,234+1864.7% |