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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 | $187,729 | $76,834+144.3% | $108,359+73.2% | $87,485+114.6% |
| Participation rate | 37.8% | 61.7%-23.9pp | 70.1%-32.3pp | 68.9%-31.1pp |
| Annual return | 9.27% | 19.09%-9.8pp | 36.89%-27.6pp | 26.06%-16.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,848 | $3,100-40.4% | $4,137-55.3% | $4,274-56.8% |
| Admin fee / account holder | $49,162 | $6,537+652.1% | $9,741+404.7% | $7,775+532.3% |