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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 | $150,031 | $58,523+156.4% | $99,452+50.9% | $72,986+105.6% |
| Participation rate | 57.1% | 64.6%-7.5pp | 73.8%-16.7pp | 69.5%-12.3pp |
| Annual return | 15.67% | 28.51%-12.8pp | 30.72%-15.1pp | 81.01%-65.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,874 | $2,606+48.6% | $3,619+7.0% | $3,607+7.4% |
| Admin fee / account holder | $13,978 | $4,102+240.8% | $6,251+123.6% | $5,124+172.8% |