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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 | $229,181 | $97,550+134.9% | $120,344+90.4% | $87,485+162.0% |
| Participation rate | 47.5% | 72.8%-25.3pp | 76.7%-29.2pp | 68.9%-21.4pp |
| Annual return | 11.49% | 18.41%-6.9pp | 20.30%-8.8pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,327 | $4,230+2.3% | $5,135-15.7% | $4,274+1.3% |
| Admin fee / account holder | $78,063 | $9,543+718.1% | $12,742+512.7% | $7,775+904.1% |