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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 | $153,117 | $57,590+165.9% | $86,233+77.6% | $82,448+85.7% |
| Participation rate | 31.4% | 57.9%-26.4pp | 69.0%-37.6pp | 68.1%-36.6pp |
| Annual return | 11.15% | 22.41%-11.3pp | 61.39%-50.2pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,237 | $3,080+5.1% | $4,559-29.0% | $4,139-21.8% |
| Admin fee / account holder | $11,781 | $4,730+149.1% | $8,342+41.2% | $7,234+62.9% |