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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 | $153,408 | $59,839+156.4% | $81,991+87.1% | $79,852+92.1% |
| Participation rate | 32.5% | 61.6%-29.1pp | 69.3%-36.8pp | 69.6%-37.1pp |
| Annual return | 2.02% | 17.56%-15.5pp | 41.31%-39.3pp | 31.72%-29.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,684 | $2,695-37.5% | $3,722-54.8% | $3,740-55.0% |
| Admin fee / account holder | $1,661 | $4,287-61.3% | $5,665-70.7% | $5,306-68.7% |