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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 | $73,787+154.4% | $98,716+90.2% | $82,448+127.7% |
| Participation rate | 37.8% | 61.4%-23.6pp | 69.3%-31.5pp | 68.1%-30.2pp |
| Annual return | 9.27% | 18.57%-9.3pp | 31.81%-22.5pp | 41.64%-32.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,848 | $3,081-40.0% | $4,048-54.3% | $4,139-55.4% |
| Admin fee / account holder | $49,162 | $6,500+656.3% | $8,703+464.9% | $7,234+579.6% |