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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 | $109,193 | $51,207+113.2% | $70,565+54.7% | $75,177+45.2% |
| Participation rate | 41.0% | 61.0%-20.0pp | 68.4%-27.4pp | 67.2%-26.2pp |
| Annual return | 9.66% | 30.05%-20.4pp | 32.79%-23.1pp | 160.75%-151.1pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,601 | $2,850-43.8% | $4,568-65.0% | $4,126-61.2% |
| Admin fee / account holder | $30,110 | $4,097+634.9% | $6,430+368.3% | $5,651+432.8% |