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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 | $150,648 | $81,504+84.8% | $102,437+47.1% | $80,959+86.1% |
| Participation rate | 44.8% | 66.9%-22.0pp | 74.5%-29.7pp | 67.7%-22.8pp |
| Annual return | 9.39% | 25.60%-16.2pp | 24.95%-15.6pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,155 | $3,871-44.3% | $5,060-57.4% | $4,300-49.9% |
| Admin fee / account holder | $33,394 | $6,719+397.0% | $8,388+298.1% | $6,925+382.2% |