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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 | $215,464 | $88,707+142.9% | $74,184+190.4% | $273,972-21.4% |
| Participation rate | 61.1% | 79.4%-18.3pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 1.33% | 11.94%-10.6pp | 17.74%-16.4pp | 41.46%-40.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,674 | $4,212-12.8% | $3,550+3.5% | $5,287-30.5% |
| Admin fee / account holder | $32,787 | $8,717+276.1% | $5,586+487.0% | $10,133+223.6% |